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
526
$1.4K ﹤0.01%
3
527
$1.39K ﹤0.01%
39
+1
528
$1.38K ﹤0.01%
8
529
$1.37K ﹤0.01%
61
+1
530
$1.34K ﹤0.01%
12
531
$1.32K ﹤0.01%
42
532
$1.32K ﹤0.01%
3
533
$1.31K ﹤0.01%
13
534
$1.31K ﹤0.01%
100
535
$1.3K ﹤0.01%
132
536
$1.27K ﹤0.01%
7
537
$1.26K ﹤0.01%
14
538
$1.22K ﹤0.01%
7
539
$1.18K ﹤0.01%
28
540
$1.18K ﹤0.01%
+21
541
$1.14K ﹤0.01%
13
542
$1.14K ﹤0.01%
26
+1
543
$1.13K ﹤0.01%
4
544
$1.13K ﹤0.01%
96
545
$1.12K ﹤0.01%
4
546
$1.1K ﹤0.01%
+136
547
$1.1K ﹤0.01%
36
548
$1.09K ﹤0.01%
20
549
$1.09K ﹤0.01%
13
550
$1.08K ﹤0.01%
38
20 21
22
23 24