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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 0.52%
82,351
+49,000
27
$3.71M 0.46%
9,432
-8
28
$2.91M 0.36%
21,266
-35
29
$2.36M 0.29%
46,876
-2,987
30
$2.3M 0.29%
61,835
31
$2.07M 0.26%
40,351
+20,342
32
$1.88M 0.23%
6,925
33
$1.61M 0.2%
+32,132
34
$1.46M 0.18%
24,476
-6,254
35
$1.39M 0.17%
27,078
+22,096
36
$1.36M 0.17%
12,784
+5,416
37
$1.03M 0.13%
3,467
-324
38
$900K 0.11%
16,575
+86
39
$841K 0.1%
16,747
+17
40
$838K 0.1%
12,505
+59
41
$821K 0.1%
15,931
-97
42
$804K 0.1%
13,419
-3,957
43
$751K 0.09%
15,987
-3,570
44
$714K 0.09%
2,784
45
$653K 0.08%
7,589
-21
46
$559K 0.07%
9,623
47
$546K 0.07%
5,203
48
$525K 0.07%
5,000
+23
49
$509K 0.06%
508
+505
50
$466K 0.06%
+12,291
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