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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.04%
3,625
+20
77
$370K 0.04%
3,718
-137
78
$365K 0.04%
7,389
+10
79
$360K 0.04%
11,410
+31
80
$358K 0.04%
10,540
+15
81
$348K 0.04%
13,425
+156
82
$331K 0.03%
8,051
83
$328K 0.03%
4,100
84
$312K 0.03%
6,211
+6
85
$311K 0.03%
5,165
86
$305K 0.03%
5,950
87
$301K 0.03%
3,592
88
$300K 0.03%
3,463
89
$282K 0.03%
2,000
90
$281K 0.03%
1,441
+1
91
$269K 0.03%
562
+1
92
$267K 0.03%
2,153
+5
93
$262K 0.03%
717
94
$246K 0.03%
4,601
95
$238K 0.02%
2,232
+31
96
$238K 0.02%
4,898
+2
97
$234K 0.02%
1,183
98
$233K 0.02%
7,604
+19
99
$226K 0.02%
5,260
+38
100
$222K 0.02%
3,618
+10
2 3
4
5 6