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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$97K 0.02%
803
-226
77
$94K 0.02%
1,529
78
$92K 0.02%
623
79
$83K 0.01%
900
-400
80
$82K 0.01%
1,362
+6
81
$80K 0.01%
1,331
-130
82
$79K 0.01%
442
83
$77K 0.01%
1,902
84
$76K 0.01%
1,374
85
$72K 0.01%
+2,602
86
$71K 0.01%
552
87
$70K 0.01%
1,460
88
$69K 0.01%
1,280
89
$69K 0.01%
236
90
$65K 0.01%
1,324
91
$65K 0.01%
1,080
+900
92
$62K 0.01%
454
93
$61K 0.01%
1,940
94
$61K 0.01%
368
+1
95
$61K 0.01%
1,274
96
$60K 0.01%
688
97
$60K 0.01%
1,586
98
$57K 0.01%
1,274
99
$57K 0.01%
3,060
100
$55K 0.01%
1,544
2 3
4
5 6