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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.13%
23,438
+116
52
$1.28M 0.13%
30,866
-154
53
$1.13M 0.12%
22,792
+20,377
54
$1.13M 0.12%
3,766
+5
55
$1.04M 0.11%
8,442
+122
56
$869K 0.09%
15,397
+814
57
$811K 0.08%
7,603
+12
58
$713K 0.07%
84,648
59
$699K 0.07%
9,622
+57
60
$662K 0.07%
6,193
-15
61
$644K 0.07%
12,796
+171
62
$612K 0.06%
2,784
63
$594K 0.06%
13,260
+2,887
64
$560K 0.06%
2,896
+60
65
$559K 0.06%
1,028
+4
66
$519K 0.05%
660
67
$490K 0.05%
5,259
68
$482K 0.05%
714
69
$474K 0.05%
4,120
-193
70
$431K 0.05%
9,991
71
$424K 0.04%
1,424
+1
72
$413K 0.04%
10,572
+315
73
$387K 0.04%
768
74
$384K 0.04%
21,830
+218
75
$383K 0.04%
3,700
+21
1 2
3
4 5