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
551
$2.65K ﹤0.01%
14
552
$2.65K ﹤0.01%
20
553
$2.49K ﹤0.01%
21
+1
554
$2.45K ﹤0.01%
132
+3
555
$2.45K ﹤0.01%
25
556
$2.44K ﹤0.01%
68
+1
557
$2.39K ﹤0.01%
66
558
$2.34K ﹤0.01%
28
559
$2.33K ﹤0.01%
23
560
$2.32K ﹤0.01%
25
-344
561
$2.3K ﹤0.01%
542
+14
562
$2.27K ﹤0.01%
17
563
$2.27K ﹤0.01%
16
564
$2.25K ﹤0.01%
52
565
$2.24K ﹤0.01%
132
566
$2.22K ﹤0.01%
20
567
$2.21K ﹤0.01%
4
568
$2.21K ﹤0.01%
23
569
$2.18K ﹤0.01%
74
570
$2.18K ﹤0.01%
12
571
$2.18K ﹤0.01%
18
572
$2.17K ﹤0.01%
34
573
$2.17K ﹤0.01%
24
574
$2.15K ﹤0.01%
6
575
$2.13K ﹤0.01%
14
21 22
23
24 25