TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.33K ﹤0.01%
273
377
$5.3K ﹤0.01%
101
378
$5.23K ﹤0.01%
50
379
$5.18K ﹤0.01%
21
380
$5.18K ﹤0.01%
49
+30
381
$5.15K ﹤0.01%
72
+1
382
$5.11K ﹤0.01%
38
383
$5.06K ﹤0.01%
255
+2
384
$5.06K ﹤0.01%
100
385
$5K ﹤0.01%
124
+1
386
$4.97K ﹤0.01%
100
387
$4.85K ﹤0.01%
237
388
$4.82K ﹤0.01%
244
389
$4.78K ﹤0.01%
+142
390
$4.77K ﹤0.01%
59
391
$4.77K ﹤0.01%
62
392
$4.77K ﹤0.01%
31
+26
393
$4.72K ﹤0.01%
35
394
$4.69K ﹤0.01%
33
+18
395
$4.6K ﹤0.01%
9
396
$4.6K ﹤0.01%
412
397
$4.59K ﹤0.01%
10
398
$4.58K ﹤0.01%
16
399
$4.5K ﹤0.01%
+49
400
$4.49K ﹤0.01%
9
14 15
16
17 18