TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
This Quarter Return
+5.17%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$664M
AUM Growth
+$664M
(+8.9%)
Cap. Flow
+$25M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
67.99%
Holding
302
New
18
Increased
68
Reduced
36
Closed
18
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$18.8M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$5.29M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.9M |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.62M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$976K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.4% |
| 2 | Technology | 0.66% |
| 3 | Consumer Staples | 0.27% |
| 4 | Industrials | 0.21% |
| 5 | Communication Services | 0.16% |
