TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.2%
33,137
+55
52
$1.99M 0.19%
20,388
-364
53
$1.81M 0.17%
25,605
+10
54
$1.72M 0.16%
32,709
+8,217
55
$1.53M 0.14%
9,713
+871
56
$1.4M 0.13%
14,289
-2,155
57
$1.26M 0.12%
29,656
-230
58
$1.24M 0.12%
16,425
-108
59
$1.05M 0.1%
16,701
-4,213
60
$1.04M 0.1%
39,062
+19,035
61
$1.03M 0.1%
9,148
+5,819
62
$1M 0.09%
7,500
+440
63
$949K 0.09%
4,177
+308
64
$904K 0.09%
8,269
+586
65
$822K 0.08%
6,770
+698
66
$813K 0.08%
3,704
+489
67
$780K 0.07%
9,341
+51
68
$732K 0.07%
6,789
-16
69
$713K 0.07%
966
+130
70
$643K 0.06%
1,041
+4
71
$638K 0.06%
2,795
72
$633K 0.06%
3,080
+75
73
$592K 0.06%
7,629
+5,076
74
$578K 0.05%
11,429
+130
75
$522K 0.05%
19,687
+9,345
1 2
3
4 5