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
401
$4.43K ﹤0.01%
+66
402
$4.36K ﹤0.01%
33
403
$4.33K ﹤0.01%
147
404
$4.32K ﹤0.01%
19
405
$4.18K ﹤0.01%
13
406
$4.04K ﹤0.01%
6
407
$4.03K ﹤0.01%
100
408
$3.96K ﹤0.01%
28
409
$3.95K ﹤0.01%
+4
410
$3.85K ﹤0.01%
2
411
$3.81K ﹤0.01%
51
+1
412
$3.79K ﹤0.01%
100
413
$3.78K ﹤0.01%
48
414
$3.76K ﹤0.01%
17
415
$3.72K ﹤0.01%
600
416
$3.72K ﹤0.01%
250
+5
417
$3.68K ﹤0.01%
145
418
$3.63K ﹤0.01%
20
419
$3.59K ﹤0.01%
74
+1
420
$3.55K ﹤0.01%
15
421
$3.53K ﹤0.01%
27
422
$3.53K ﹤0.01%
352
423
$3.27K ﹤0.01%
59
424
$3.22K ﹤0.01%
12
425
$3.16K ﹤0.01%
50
15 16
17
18 19