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
676
$297 ﹤0.01%
1
677
$295 ﹤0.01%
+30
678
$291 ﹤0.01%
2
679
$284 ﹤0.01%
10
680
$279 ﹤0.01%
13
681
$245 ﹤0.01%
13
682
$173 ﹤0.01%
+15
683
$171 ﹤0.01%
6
684
$147 ﹤0.01%
13
685
$81 ﹤0.01%
6
686
$72 ﹤0.01%
4
687
– –
-24
688
$55 ﹤0.01%
13
689
$22 ﹤0.01%
1
-991
690
$19 ﹤0.01%
5
691
– –
-14
692
– –
0
693
– –
-8
694
– –
0
695
$2 ﹤0.01%
1
696
– –
-47
697
– –
-3
698
– –
-3
699
– –
-12
700
– –
-9
26 27
28
29 30