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
451
$2.44K ﹤0.01%
16
452
$2.43K ﹤0.01%
20
453
$2.42K ﹤0.01%
67
454
$2.4K ﹤0.01%
6
455
$2.39K ﹤0.01%
10
456
$2.39K ﹤0.01%
14
457
$2.39K ﹤0.01%
14
458
$2.35K ﹤0.01%
+23
459
$2.35K ﹤0.01%
28
460
$2.34K ﹤0.01%
40
461
$2.3K ﹤0.01%
+15
462
$2.23K ﹤0.01%
20
463
$2.22K ﹤0.01%
7
464
$2.19K ﹤0.01%
112
+1
465
$2.19K ﹤0.01%
18
466
$2.18K ﹤0.01%
66
+1
467
$2.17K ﹤0.01%
19
468
$2.16K ﹤0.01%
52
469
$2.14K ﹤0.01%
76
470
$2.13K ﹤0.01%
20
471
$2.13K ﹤0.01%
28
-102
472
$2.12K ﹤0.01%
91
+1
473
$2.07K ﹤0.01%
16
474
$2.06K ﹤0.01%
20
475
$2.05K ﹤0.01%
14
17 18
19
20 21