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
551
$1.08K ﹤0.01%
15
552
$1.05K ﹤0.01%
10
553
$999 ﹤0.01%
14
554
$976 ﹤0.01%
+40
555
$971 ﹤0.01%
+8
556
$970 ﹤0.01%
15
557
$970 ﹤0.01%
2
558
$950 ﹤0.01%
67
559
$941 ﹤0.01%
+140
560
$935 ﹤0.01%
6
561
$927 ﹤0.01%
+42
562
$917 ﹤0.01%
+6
563
$911 ﹤0.01%
7
564
$889 ﹤0.01%
28
565
$888 ﹤0.01%
5
566
$883 ﹤0.01%
3
567
$882 ﹤0.01%
5
568
$876 ﹤0.01%
3
569
$857 ﹤0.01%
34
570
$840 ﹤0.01%
2
571
$828 ﹤0.01%
+68
572
$822 ﹤0.01%
3
-4
573
$800 ﹤0.01%
30
574
$775 ﹤0.01%
5
575
$771 ﹤0.01%
4
21 22
23
24 25