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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.06%
1,067
+685
52
$429K 0.05%
3,793
+422
53
$428K 0.05%
810
54
$411K 0.05%
3,829
+26
55
$399K 0.05%
10,154
+1,064
56
$376K 0.05%
8,032
+5
57
$366K 0.05%
3,598
+498
58
$360K 0.04%
5,673
-155
59
$340K 0.04%
8,169
+301
60
$330K 0.04%
2,227
+1
61
$313K 0.04%
1,380
62
$299K 0.04%
3,995
+1,006
63
$288K 0.04%
1,659
+1
64
$272K 0.03%
1,580
+200
65
$268K 0.03%
6,034
+11
66
$264K 0.03%
4,810
67
$258K 0.03%
2,515
68
$249K 0.03%
1,948
+23
69
$247K 0.03%
6,061
+4
70
$235K 0.03%
3,021
+186
71
$233K 0.03%
670
72
$224K 0.03%
2,207
73
$222K 0.03%
919
+15
74
$220K 0.03%
3,486
+9
75
$216K 0.03%
2,781
-128
1 2
3
4 5