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
$725M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.98M
3
+$2.09M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$1.52M

Top Sells

1
+$4.53M
2
+$2.53M
3
+$2.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.08M
5
PEP icon
PepsiCo
PEP
+$269K

Sector Composition

1 Consumer Discretionary 1.93%
2 Technology 0.69%
3 Consumer Staples 0.22%
4 Industrials 0.21%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$74K 0.01%
1,054
102
$73K 0.01%
370
103
$70K 0.01%
1,500
104
$70K 0.01%
+404
105
$69K 0.01%
409
+3
106
$67K 0.01%
1,274
107
$67K 0.01%
524
+3
108
$66K 0.01%
1,331
109
$66K 0.01%
1,324
110
$64K 0.01%
+1,240
111
$64K 0.01%
493
112
$63K 0.01%
720
113
$63K 0.01%
238
114
$62K 0.01%
454
115
$59K 0.01%
+800
116
$58K 0.01%
286
+1
117
$55K 0.01%
+999
118
$54K 0.01%
300
119
$54K 0.01%
2,018
+16
120
$53K 0.01%
471
+400
121
$53K 0.01%
2,024
+15
122
$52K 0.01%
2,040
+14
123
$51K 0.01%
101
124
$51K 0.01%
2,066
+14
125
$50K 0.01%
+540
3 4
5
6 7