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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.46%
17,057
+2,538
27
$2.63M 0.43%
48,879
+537
28
$2.26M 0.37%
50,743
+600
29
$2.12M 0.35%
39,477
-501
30
$2.04M 0.33%
40,418
+18,814
31
$1.48M 0.24%
20,164
32
$1.32M 0.22%
70,535
-37,440
33
$1.32M 0.21%
6,777
34
$1.01M 0.17%
6,414
-43
35
$788K 0.13%
9,117
+34
36
$763K 0.12%
5,583
+228
37
$662K 0.11%
6,487
+14
38
$598K 0.1%
15,090
39
$575K 0.09%
4,195
+17
40
$572K 0.09%
8,851
-364
41
$521K 0.09%
3,448
-296
42
$415K 0.07%
5,982
+18
43
$397K 0.06%
7,864
+1,187
44
$372K 0.06%
4,667
-60,762
45
$353K 0.06%
7,067
+102
46
$342K 0.06%
5,247
+53
47
$338K 0.06%
5,631
-6,786
48
$328K 0.05%
6,687
-1,771
49
$322K 0.05%
6,360
-503
50
$318K 0.05%
+11,217
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