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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.9M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$976K

Top Sells

1
+$2.73M
2
+$1.32M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$485K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$109K 0.02%
8,040
77
$109K 0.02%
1,509
+4
78
$108K 0.02%
2,915
+130
79
$100K 0.02%
+1,973
80
$99K 0.01%
+2,970
81
$98K 0.01%
1,686
+164
82
$97K 0.01%
876
-175
83
$94K 0.01%
280
-416
84
$87K 0.01%
552
85
$84K 0.01%
1,314
-60
86
$83K 0.01%
623
87
$79K 0.01%
2,303
88
$79K 0.01%
2,875
89
$78K 0.01%
1,902
90
$73K 0.01%
236
91
$70K 0.01%
874
+4
92
$69K 0.01%
1,331
93
$68K 0.01%
406
+2
94
$66K 0.01%
238
95
$66K 0.01%
1,324
96
$60K 0.01%
838
97
$59K 0.01%
200
98
$59K 0.01%
1,274
99
$59K 0.01%
521
-52
100
$58K 0.01%
1,460
2 3
4
5 6