TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.05%
3,213
52
$276K 0.05%
6,339
53
$259K 0.04%
800
54
$247K 0.04%
5,749
55
$229K 0.04%
4,546
+3,949
56
$218K 0.04%
2,168
+363
57
$214K 0.03%
3,072
-1,239
58
$204K 0.03%
2,385
59
$193K 0.03%
3,008
60
$190K 0.03%
6,443
-119
61
$188K 0.03%
2,166
62
$155K 0.03%
1,853
-13
63
$150K 0.02%
839
-21
64
$135K 0.02%
660
65
$133K 0.02%
1,065
-37
66
$130K 0.02%
934
-79
67
$126K 0.02%
717
68
$121K 0.02%
2,523
+719
69
$116K 0.02%
2,303
70
$113K 0.02%
1,522
71
$111K 0.02%
1,372
+6
72
$108K 0.02%
2,630
-30
73
$108K 0.02%
900
74
$106K 0.02%
1,744
75
$99K 0.02%
889
+268
1 2
3
4 5