TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.18%
20,752
+1,508
52
$1.75M 0.18%
9,088
+1,596
53
$1.56M 0.16%
31,100
-7,358
54
$1.51M 0.15%
16,444
-2,652
55
$1.22M 0.12%
20,914
-1,180
56
$1.22M 0.12%
29,886
-811
57
$1.08M 0.11%
24,492
+7,895
58
$1.04M 0.11%
16,533
+378
59
$958K 0.1%
8,842
+250
60
$943K 0.1%
3,869
+25
61
$809K 0.08%
6,805
+2,648
62
$803K 0.08%
7,683
+10
63
$703K 0.07%
9,290
-362
64
$682K 0.07%
2,795
65
$668K 0.07%
6,072
+5
66
$658K 0.07%
7,060
-50
67
$612K 0.06%
3,215
+157
68
$580K 0.06%
1,037
+3
69
$571K 0.06%
11,299
+3,101
70
$560K 0.06%
20,027
+6,509
71
$533K 0.05%
9,992
72
$482K 0.05%
836
+18
73
$478K 0.05%
6,249
+6
74
$478K 0.05%
601
-62
75
$461K 0.05%
+5,657
1 2
3
4 5