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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$198K 0.02%
2,964
77
$197K 0.02%
1,268
+2
78
$195K 0.02%
717
79
$175K 0.02%
900
80
$174K 0.02%
2,875
81
$171K 0.02%
8,560
82
$169K 0.02%
477
83
$162K 0.02%
672
84
$158K 0.02%
2,935
+5
85
$156K 0.02%
901
86
$155K 0.02%
7,148
+42
87
$151K 0.02%
+12,524
88
$151K 0.02%
2,970
+4
89
$133K 0.02%
985
90
$133K 0.02%
1,525
+8
91
$132K 0.02%
2,121
+3
92
$131K 0.02%
1,902
93
$128K 0.02%
1,746
94
$127K 0.02%
2,505
+3
95
$127K 0.02%
945
+500
96
$125K 0.02%
1,868
97
$121K 0.02%
731
98
$121K 0.02%
1,054
+3
99
$119K 0.01%
946
+80
100
$118K 0.01%
2,303
2 3
4
5 6