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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
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
+$4.67M
2
+$4.18M
3
+$2.09M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.02M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.62M
2
+$1.32M
3
+$813K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$789K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$702K

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
701
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702
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703
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704
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705
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706
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707
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708
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709
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-80
710
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711
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712
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715
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716
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717
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-84,648
718
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719
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720
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721
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