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
601
$1.52K ﹤0.01%
16
602
$1.51K ﹤0.01%
3
603
$1.48K ﹤0.01%
17
604
$1.46K ﹤0.01%
136
605
$1.46K ﹤0.01%
8
606
$1.42K ﹤0.01%
42
607
$1.41K ﹤0.01%
39
608
$1.33K ﹤0.01%
40
609
$1.33K ﹤0.01%
15
610
$1.3K ﹤0.01%
7
611
$1.28K ﹤0.01%
13
612
$1.28K ﹤0.01%
6
613
$1.27K ﹤0.01%
3
614
$1.27K ﹤0.01%
12
615
$1.24K ﹤0.01%
+50
616
$1.21K ﹤0.01%
4
617
$1.21K ﹤0.01%
96
618
$1.2K ﹤0.01%
10
-10
619
$1.19K ﹤0.01%
13
620
$1.19K ﹤0.01%
39
+1
621
$1.16K ﹤0.01%
15
622
$1.14K ﹤0.01%
+12
623
$1.14K ﹤0.01%
21
624
$1.03K ﹤0.01%
68
625
$1.02K ﹤0.01%
3
23 24
25
26 27