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
626
$321 ﹤0.01%
+18
627
$320 ﹤0.01%
+14
628
$319 ﹤0.01%
+2
629
$318 ﹤0.01%
1
630
$317 ﹤0.01%
+4
631
$315 ﹤0.01%
+16
632
$315 ﹤0.01%
+6
633
$314 ﹤0.01%
+8
634
$310 ﹤0.01%
+4
635
$309 ﹤0.01%
17
636
$302 ﹤0.01%
+12
637
$295 ﹤0.01%
+10
638
$292 ﹤0.01%
+2
639
$287 ﹤0.01%
+60
640
$281 ﹤0.01%
13
641
$280 ﹤0.01%
+69
642
$272 ﹤0.01%
+42
643
$272 ﹤0.01%
+3
644
$270 ﹤0.01%
+13
645
$267 ﹤0.01%
+9
646
$267 ﹤0.01%
+8
647
$267 ﹤0.01%
+23
648
$265 ﹤0.01%
+2
649
$260 ﹤0.01%
+113
650
$259 ﹤0.01%
+5
24 25
26
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