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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$111K 0.01%
1,290
+290
102
$110K 0.01%
1,325
+3
103
$110K 0.01%
276
+40
104
$110K 0.01%
1,061
+179
105
$105K 0.01%
1,258
106
$104K 0.01%
1,939
+936
107
$104K 0.01%
1,492
+120
108
$101K 0.01%
1,807
+131
109
$97K 0.01%
1,906
-2,788
110
$96K 0.01%
1,522
+130
111
$96K 0.01%
1,448
+2
112
$94K 0.01%
1,240
113
$90K 0.01%
720
114
$90K 0.01%
394
+24
115
$90K 0.01%
1,500
116
$88K 0.01%
838
-154
117
$86K 0.01%
413
+2
118
$85K 0.01%
2,183
+234
119
$85K 0.01%
502
+2
120
$83K 0.01%
7,229
+68
121
$83K 0.01%
6,001
+3,000
122
$78K 0.01%
528
+2
123
$77K 0.01%
1,460
124
$76K 0.01%
238
125
$75K 0.01%
800
3 4
5
6 7