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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.95M 0.94%
106,529
-2,027
27
$8.61M 0.9%
110,354
+1,911
28
$8.58M 0.9%
17,149
+10
29
$8.39M 0.88%
34,649
-13
30
$8.19M 0.86%
176,726
+52,007
31
$7.55M 0.79%
67,177
+170
32
$7.53M 0.79%
118,538
+7,666
33
$7.52M 0.79%
44,562
-1,140
34
$6.23M 0.65%
103,278
-782
35
$5.99M 0.63%
56,260
+1,350
36
$5.9M 0.62%
113,245
+23,866
37
$4.64M 0.48%
97,886
-458
38
$4.57M 0.48%
91,267
-6,564
39
$4.33M 0.45%
20,560
-906
40
$4.22M 0.44%
94,024
+19,843
41
$3.68M 0.39%
55,531
+6,382
42
$3.17M 0.33%
7,093
+28
43
$3M 0.31%
55,505
44
$2.95M 0.31%
59,548
-5,749
45
$2.66M 0.28%
46,200
+141
46
$1.59M 0.17%
16,384
+5,450
47
$1.54M 0.16%
24,259
+23,840
48
$1.51M 0.16%
22,347
-9,941
49
$1.37M 0.14%
6,975
+1,182
50
$1.35M 0.14%
25,449
+2,443
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