TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$484K 0.05%
6,258
+9
77
$476K 0.04%
10,170
+178
78
$471K 0.04%
1,386
+1
79
$459K 0.04%
+30,308
80
$457K 0.04%
11,351
+80
81
$457K 0.04%
5,657
82
$454K 0.04%
1,428
+174
83
$380K 0.04%
5,660
+25
84
$367K 0.03%
8,855
+78
85
$365K 0.03%
3,256
+28
86
$365K 0.03%
2,546
+1,476
87
$362K 0.03%
11,797
+38
88
$342K 0.03%
3,842
+36
89
$341K 0.03%
5,988
+2,756
90
$340K 0.03%
4,100
-285
91
$325K 0.03%
1,264
-45
92
$324K 0.03%
2,036
+588
93
$324K 0.03%
16,107
94
$317K 0.03%
1,093
+421
95
$312K 0.03%
5,026
+1,535
96
$311K 0.03%
564
+1
97
$305K 0.03%
717
98
$301K 0.03%
6,011
+4,012
99
$289K 0.03%
9,104
+17
100
$289K 0.03%
4,638
2 3
4
5 6