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
501
$4.9K ﹤0.01%
244
502
$4.85K ﹤0.01%
148
+1
503
$4.79K ﹤0.01%
10
504
$4.79K ﹤0.01%
31
505
$4.77K ﹤0.01%
+88
506
$4.73K ﹤0.01%
412
507
$4.73K ﹤0.01%
49
508
$4.65K ﹤0.01%
74
509
$4.58K ﹤0.01%
28
510
$4.43K ﹤0.01%
16
511
$4.41K ﹤0.01%
6
512
$4.32K ﹤0.01%
800
+200
513
$4.25K ﹤0.01%
33
514
$4.12K ﹤0.01%
33
515
$4.08K ﹤0.01%
101
+1
516
$4.08K ﹤0.01%
103
517
$4.03K ﹤0.01%
40
+30
518
$4K ﹤0.01%
100
-163
519
$3.82K ﹤0.01%
352
520
$3.78K ﹤0.01%
27
521
$3.64K ﹤0.01%
15
522
$3.62K ﹤0.01%
+20
523
$3.59K ﹤0.01%
2
524
$3.59K ﹤0.01%
200
525
$3.58K ﹤0.01%
5
-10
19 20
21
22 23