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
651
$540 ﹤0.01%
113
652
$526 ﹤0.01%
120
653
$507 ﹤0.01%
57
+44
654
$484 ﹤0.01%
20
655
$482 ﹤0.01%
10
656
$477 ﹤0.01%
43
657
$456 ﹤0.01%
8
658
$456 ﹤0.01%
8
659
$446 ﹤0.01%
5
660
$445 ﹤0.01%
21
661
$445 ﹤0.01%
6
662
$442 ﹤0.01%
+151
663
$436 ﹤0.01%
47
664
$425 ﹤0.01%
18
+1
665
$416 ﹤0.01%
8
666
$416 ﹤0.01%
6
667
$416 ﹤0.01%
15
668
$414 ﹤0.01%
79
669
$403 ﹤0.01%
26
670
$333 ﹤0.01%
3
671
$329 ﹤0.01%
5
672
$322 ﹤0.01%
4
673
$320 ﹤0.01%
18
674
$303 ﹤0.01%
1
675
$300 ﹤0.01%
26
25 26
27
28 29