TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.04%
1,385
-2
77
$402K 0.04%
11,271
-33
78
$367K 0.04%
8,777
+55
79
$361K 0.04%
11,759
+24
80
$359K 0.04%
4,385
+285
81
$345K 0.03%
3,806
+105
82
$342K 0.03%
5,635
+390
83
$325K 0.03%
1,254
+125
84
$324K 0.03%
16,107
+16,001
85
$323K 0.03%
3,228
-417
86
$308K 0.03%
+3,329
87
$306K 0.03%
5,850
-100
88
$294K 0.03%
9,087
+10
89
$280K 0.03%
526
90
$273K 0.03%
5,350
91
$273K 0.03%
10,342
+5,130
92
$264K 0.03%
563
93
$262K 0.03%
1,309
+9
94
$259K 0.03%
717
95
$258K 0.03%
12,588
+100
96
$256K 0.03%
2,074
+74
97
$254K 0.03%
2,891
-672
98
$251K 0.03%
2,257
-59
99
$247K 0.03%
1,448
+258
100
$244K 0.02%
666
+155
2 3
4
5 6