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
501
$1.65K ﹤0.01%
24
502
$1.64K ﹤0.01%
8
503
$1.64K ﹤0.01%
26
504
$1.64K ﹤0.01%
7
505
$1.61K ﹤0.01%
66
506
$1.6K ﹤0.01%
7
507
$1.59K ﹤0.01%
7
508
$1.59K ﹤0.01%
+6
509
$1.58K ﹤0.01%
26
510
$1.56K ﹤0.01%
9
511
$1.55K ﹤0.01%
25
512
$1.53K ﹤0.01%
+13
513
$1.52K ﹤0.01%
21
514
$1.51K ﹤0.01%
28
+1
515
$1.49K ﹤0.01%
48
+29
516
$1.49K ﹤0.01%
9
517
$1.47K ﹤0.01%
8
518
$1.46K ﹤0.01%
+103
519
$1.44K ﹤0.01%
47
+10
520
$1.44K ﹤0.01%
13
521
$1.43K ﹤0.01%
17
522
$1.42K ﹤0.01%
15
523
$1.42K ﹤0.01%
138
524
$1.42K ﹤0.01%
31
525
$1.42K ﹤0.01%
16
19 20
21
22 23