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
26
$10M 1.01%
108,279
+6,226
27
$9.88M 1%
19,229
+875
28
$9.81M 0.99%
122,780
+6,975
29
$9.15M 0.93%
41,256
+337
30
$8.73M 0.88%
33,743
-51
31
$8.42M 0.85%
161,962
+90,335
32
$8.26M 0.84%
92,099
-3,927
33
$7.42M 0.75%
43,047
-998
34
$7.31M 0.74%
62,807
-242
35
$7.25M 0.73%
158,847
+44,577
36
$6.56M 0.66%
127,282
+21,790
37
$6M 0.61%
88,164
+14,462
38
$5.65M 0.57%
113,681
+29,470
39
$5.48M 0.55%
116,059
+36,871
40
$4.79M 0.49%
45,455
+2,308
41
$4.64M 0.47%
20,897
+334
42
$4.3M 0.44%
86,633
+2,939
43
$4.2M 0.43%
67,571
-11,369
44
$3.92M 0.4%
81,048
-1,528
45
$3.06M 0.31%
55,544
46
$3.02M 0.31%
60,589
+3,645
47
$2.82M 0.29%
7,519
+182
48
$2.04M 0.21%
33,082
-709
49
$2.03M 0.21%
35,881
+7,247
50
$1.83M 0.19%
25,595
1
2
3 4 5