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
626
$1.01K ﹤0.01%
34
627
$969 ﹤0.01%
28
628
$969 ﹤0.01%
14
629
$967 ﹤0.01%
96
630
$947 ﹤0.01%
67
631
$947 ﹤0.01%
9
632
$940 ﹤0.01%
10
633
$934 ﹤0.01%
36
634
$891 ﹤0.01%
4
635
$877 ﹤0.01%
99
636
$862 ﹤0.01%
5
637
$788 ﹤0.01%
5
638
$773 ﹤0.01%
2
639
$747 ﹤0.01%
41
640
$744 ﹤0.01%
7
641
$701 ﹤0.01%
2
642
$643 ﹤0.01%
8
643
$625 ﹤0.01%
32
644
$619 ﹤0.01%
51
645
$604 ﹤0.01%
40
646
$602 ﹤0.01%
59
647
$572 ﹤0.01%
20
648
$571 ﹤0.01%
+50
649
$562 ﹤0.01%
6
650
$548 ﹤0.01%
11
24 25
26
27 28