TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.01%
127,753
+4,973
27
$10.5M 0.99%
113,366
+5,087
28
$9.75M 0.92%
41,141
-115
29
$9.69M 0.91%
185,521
+23,559
30
$9.68M 0.91%
161,673
-11,765
31
$9.32M 0.88%
33,293
-450
32
$8.48M 0.8%
93,354
+1,255
33
$8.24M 0.78%
109,966
+21,802
34
$8.22M 0.78%
42,647
-400
35
$7.86M 0.74%
61,108
-1,699
36
$7.44M 0.7%
162,702
+3,855
37
$6.73M 0.64%
131,043
+3,761
38
$6.5M 0.61%
137,036
+20,977
39
$5.88M 0.55%
118,118
+4,437
40
$4.83M 0.46%
46,182
+727
41
$4.76M 0.45%
68,863
+1,292
42
$4.28M 0.4%
20,843
-54
43
$4.23M 0.4%
8,514
+995
44
$4.18M 0.39%
85,211
-1,422
45
$3.8M 0.36%
78,207
-2,841
46
$3.66M 0.35%
73,671
+42,571
47
$2.94M 0.28%
55,732
+188
48
$2.51M 0.24%
41,746
+5,865
49
$2.42M 0.23%
48,597
-11,992
50
$2.2M 0.21%
9,705
+617
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