TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
+6.04%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$1.06B
AUM Growth
+$72.2M
(+7.3%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
56.47%
Holding
786
New
89
Increased
285
Reduced
52
Closed
92
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$2.35M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
+$2.11M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$1.63M |
| 4 |
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
|
+$1.46M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.37M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.32% |
| 2 | Technology | 1.17% |
| 3 | Consumer Staples | 0.47% |
| 4 | Industrials | 0.29% |
| 5 | Financials | 0.27% |
