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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.01%
297
102
$52K 0.01%
690
103
$52K 0.01%
238
104
$52K 0.01%
759
105
$52K 0.01%
610
106
$51K 0.01%
1,967
+20
107
$50K 0.01%
664
108
$50K 0.01%
393
109
$50K 0.01%
530
-42
110
$50K 0.01%
1,974
+19
111
$50K 0.01%
1,990
+17
112
$50K 0.01%
1,993
+19
113
$50K 0.01%
2,020
+18
114
$49K 0.01%
4,558
+105
115
$48K 0.01%
720
116
$48K 0.01%
945
117
$47K 0.01%
8,040
118
$46K 0.01%
810
-28,107
119
$46K 0.01%
906
120
$46K 0.01%
583
+6
121
$46K 0.01%
1,210
122
$43K 0.01%
518
123
$43K 0.01%
337
124
$43K 0.01%
734
125
$42K 0.01%
200
3 4
5
6 7