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
476
$2.02K ﹤0.01%
+7
477
$2.02K ﹤0.01%
528
478
$1.99K ﹤0.01%
48
479
$1.98K ﹤0.01%
129
480
$1.97K ﹤0.01%
17
481
$1.97K ﹤0.01%
74
482
$1.95K ﹤0.01%
12
483
$1.94K ﹤0.01%
6
484
$1.92K ﹤0.01%
4
485
$1.91K ﹤0.01%
11
486
$1.88K ﹤0.01%
17
+1
487
$1.85K ﹤0.01%
136
488
$1.84K ﹤0.01%
24
489
$1.82K ﹤0.01%
25
490
$1.82K ﹤0.01%
14
491
$1.82K ﹤0.01%
22
492
$1.81K ﹤0.01%
30
493
$1.75K ﹤0.01%
8
494
$1.75K ﹤0.01%
24
495
$1.75K ﹤0.01%
13
496
$1.73K ﹤0.01%
50
497
$1.73K ﹤0.01%
13
498
$1.7K ﹤0.01%
34
499
$1.67K ﹤0.01%
32
500
$1.66K ﹤0.01%
24
18 19
20
21 22