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
$725M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.98M
3
+$2.09M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$1.52M

Top Sells

1
+$4.53M
2
+$2.53M
3
+$2.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.08M
5
PEP icon
PepsiCo
PEP
+$269K

Sector Composition

1 Consumer Discretionary 1.93%
2 Technology 0.69%
3 Consumer Staples 0.22%
4 Industrials 0.21%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.04%
1,380
52
$315K 0.04%
2,126
-1,813
53
$263K 0.04%
5,107
+5
54
$255K 0.04%
5,019
+1,880
55
$253K 0.03%
1,566
+1,204
56
$250K 0.03%
6,574
+3,604
57
$240K 0.03%
5,938
+4,362
58
$229K 0.03%
2,489
+722
59
$224K 0.03%
5,820
+1,535
60
$218K 0.03%
+6,042
61
$207K 0.03%
3,760
+1,680
62
$197K 0.03%
2,657
63
$196K 0.03%
2,515
64
$194K 0.03%
917
-19
65
$194K 0.03%
2,481
+315
66
$187K 0.03%
3,008
67
$180K 0.02%
660
68
$173K 0.02%
717
69
$157K 0.02%
1,239
+3
70
$153K 0.02%
2,963
-1,048
71
$150K 0.02%
920
+20
72
$150K 0.02%
2,964
+991
73
$150K 0.02%
1,075
74
$148K 0.02%
6,796
+929
75
$144K 0.02%
900
1 2
3
4 5