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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.9M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$976K

Top Sells

1
+$2.73M
2
+$1.32M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$485K

Sector Composition

1 Consumer Discretionary 2.4%
2 Technology 0.66%
3 Consumer Staples 0.27%
4 Industrials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$58K 0.01%
1,868
102
$58K 0.01%
1,576
+418
103
$57K 0.01%
727
+5
104
$56K 0.01%
1,500
105
$55K 0.01%
370
+1
106
$55K 0.01%
1,054
+1
107
$54K 0.01%
454
108
$53K 0.01%
720
109
$53K 0.01%
285
110
$53K 0.01%
+362
111
$53K 0.01%
2,002
+12
112
$53K 0.01%
2,009
+12
113
$52K 0.01%
4,729
+51
114
$52K 0.01%
2,026
+11
115
$51K 0.01%
8
-4
116
$51K 0.01%
2,015
+7
117
$51K 0.01%
2,052
+11
118
$50K 0.01%
101
119
$50K 0.01%
493
120
$46K 0.01%
610
121
$45K 0.01%
742
+46
122
$45K 0.01%
763
123
$41K 0.01%
+1,464
124
$40K 0.01%
295
125
$40K 0.01%
748
+301
3 4
5
6 7