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
426
$3.11K ﹤0.01%
15
427
$3.1K ﹤0.01%
80
428
$3.08K ﹤0.01%
27
429
$3.08K ﹤0.01%
50
430
$3.02K ﹤0.01%
344
431
$2.97K ﹤0.01%
37
+1
432
$2.97K ﹤0.01%
20
433
$2.92K ﹤0.01%
12
-44
434
$2.85K ﹤0.01%
91
+1
435
$2.84K ﹤0.01%
200
436
$2.82K ﹤0.01%
20
437
$2.82K ﹤0.01%
+40
438
$2.81K ﹤0.01%
41
+1
439
$2.78K ﹤0.01%
14
440
$2.75K ﹤0.01%
14
-9
441
$2.75K ﹤0.01%
5
442
$2.7K ﹤0.01%
9
443
$2.67K ﹤0.01%
55
444
$2.61K ﹤0.01%
30
445
$2.54K ﹤0.01%
40
446
$2.51K ﹤0.01%
28
447
$2.5K ﹤0.01%
31
448
$2.48K ﹤0.01%
13
449
$2.46K ﹤0.01%
23
450
$2.45K ﹤0.01%
14
16 17
18
19 20