TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.7K ﹤0.01%
61
+59
377
$13.5K ﹤0.01%
+155
378
$13.5K ﹤0.01%
+231
379
$13.4K ﹤0.01%
+690
380
$13.3K ﹤0.01%
275
381
$13.3K ﹤0.01%
28
+2
382
$13K ﹤0.01%
17
+12
383
$13K ﹤0.01%
+322
384
$12.9K ﹤0.01%
+41
385
$12.9K ﹤0.01%
998
+4
386
$12.8K ﹤0.01%
100
387
$12.7K ﹤0.01%
+75
388
$12.3K ﹤0.01%
28
+12
389
$12.2K ﹤0.01%
37
+30
390
$12.2K ﹤0.01%
+51
391
$12.1K ﹤0.01%
+870
392
$11.9K ﹤0.01%
+150
393
$11.7K ﹤0.01%
104
394
$11.7K ﹤0.01%
+200
395
$11.6K ﹤0.01%
529
+417
396
$11.4K ﹤0.01%
108
+56
397
$11.4K ﹤0.01%
+70
398
$11.2K ﹤0.01%
25
399
$11.1K ﹤0.01%
+62
400
$11K ﹤0.01%
800
+664
14 15
16
17 18