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
526
$3.54K ﹤0.01%
342
+204
527
$3.54K ﹤0.01%
51
528
$3.45K ﹤0.01%
38
+36
529
$3.44K ﹤0.01%
50
530
$3.36K ﹤0.01%
16
+15
531
$3.26K ﹤0.01%
14
532
$3.25K ﹤0.01%
56
+1
533
$3.24K ﹤0.01%
100
-42
534
$3.2K ﹤0.01%
13
535
$3.16K ﹤0.01%
41
+1
536
$3.1K ﹤0.01%
67
-363
537
$3.07K ﹤0.01%
80
538
$3.04K ﹤0.01%
20
539
$2.98K ﹤0.01%
12
540
$2.98K ﹤0.01%
307
+57
541
$2.92K ﹤0.01%
224
-543
542
$2.91K ﹤0.01%
27
543
$2.91K ﹤0.01%
28
544
$2.83K ﹤0.01%
9
545
$2.83K ﹤0.01%
7
546
$2.81K ﹤0.01%
14
547
$2.78K ﹤0.01%
41
548
$2.75K ﹤0.01%
10
549
$2.68K ﹤0.01%
37
550
$2.67K ﹤0.01%
48
20 21
22
23 24