TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$897 ﹤0.01%
3
402
$867 ﹤0.01%
55
403
$838 ﹤0.01%
66
+1
404
$687 ﹤0.01%
8
405
$684 ﹤0.01%
100
406
$683 ﹤0.01%
17
407
$644 ﹤0.01%
8
-6
408
$644 ﹤0.01%
2
409
$627 ﹤0.01%
2
410
$568 ﹤0.01%
29
411
$551 ﹤0.01%
21
412
$524 ﹤0.01%
5
413
$482 ﹤0.01%
20
414
$480 ﹤0.01%
5
415
$432 ﹤0.01%
13
416
$426 ﹤0.01%
10
417
$373 ﹤0.01%
6
418
$363 ﹤0.01%
3
419
$275 ﹤0.01%
1
420
$227 ﹤0.01%
2
421
$171 ﹤0.01%
+5
422
$167 ﹤0.01%
59
423
$162 ﹤0.01%
6
424
$154 ﹤0.01%
13
425
$137 ﹤0.01%
13
-25
15 16
17
18 19