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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.9M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$976K

Top Sells

1
+$2.73M
2
+$1.32M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$485K

Sector Composition

1 Consumer Discretionary 2.4%
2 Technology 0.66%
3 Consumer Staples 0.27%
4 Industrials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.03%
2,147
+1,055
52
$207K 0.03%
4,011
+21
53
$206K 0.03%
+5,913
54
$197K 0.03%
1,380
-120
55
$181K 0.03%
3,008
56
$175K 0.03%
936
+122
57
$173K 0.03%
660
58
$171K 0.03%
2,166
59
$165K 0.02%
2,657
60
$161K 0.02%
1,767
-49
61
$160K 0.02%
2,515
62
$159K 0.02%
3,139
-2,548
63
$156K 0.02%
717
64
$156K 0.02%
4,285
+1,264
65
$149K 0.02%
900
66
$149K 0.02%
1,075
67
$142K 0.02%
900
68
$126K 0.02%
+2,495
69
$126K 0.02%
5,867
+801
70
$124K 0.02%
1,767
+56
71
$121K 0.02%
1,744
72
$119K 0.02%
1,236
+101
73
$118K 0.02%
3,449
+7
74
$115K 0.02%
2,166
75
$114K 0.02%
2,080
+800
1 2
3
4 5