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
576
$743 ﹤0.01%
7
577
$720 ﹤0.01%
+10
578
$696 ﹤0.01%
2
579
$660 ﹤0.01%
20
580
$644 ﹤0.01%
+40
581
$641 ﹤0.01%
+11
582
$634 ﹤0.01%
13
583
$586 ﹤0.01%
+99
584
$578 ﹤0.01%
8
585
$569 ﹤0.01%
1
586
$568 ﹤0.01%
+32
587
$545 ﹤0.01%
+51
588
$540 ﹤0.01%
+96
589
$531 ﹤0.01%
+79
590
$525 ﹤0.01%
+9
591
$524 ﹤0.01%
+20
592
$511 ﹤0.01%
21
593
$480 ﹤0.01%
+6
594
$477 ﹤0.01%
+41
595
$471 ﹤0.01%
+4
596
$466 ﹤0.01%
59
597
$456 ﹤0.01%
6
598
$440 ﹤0.01%
8
599
$437 ﹤0.01%
10
600
$436 ﹤0.01%
+43
22 23
24
25 26