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
$999M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.36M
3
+$1.31M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.22M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.2M

Top Sells

1
+$4.83M
2
+$3.43M
3
+$1.54M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.39M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.01M

Sector Composition

1 Consumer Discretionary 2.14%
2 Technology 1.05%
3 Consumer Staples 0.46%
4 Industrials 0.18%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$89 ﹤0.01%
13
452
– –
0
453
– –
0
454
$35 ﹤0.01%
1
455
$34 ﹤0.01%
1
456
$14 ﹤0.01%
5
457
– –
0
458
– –
0
459
$3 ﹤0.01%
1
460
– –
-542
461
– –
-1,860
462
– –
-17
463
– –
-5,259
464
– –
-542
465
– –
-3
15 16 17 18
19