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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.02%
3,620
+14
102
$212K 0.02%
520
103
$207K 0.02%
1,256
-72
104
$205K 0.02%
1,288
-885
105
$203K 0.02%
3,461
+11
106
$198K 0.02%
900
107
$196K 0.02%
1,191
+1
108
$195K 0.02%
1,530
109
$189K 0.02%
1,583
+4
110
$176K 0.02%
1,141
+69
111
$174K 0.02%
3,398
+26
112
$172K 0.02%
1,181
113
$164K 0.02%
4,910
-179
114
$161K 0.02%
880
115
$160K 0.02%
2,538
+1
116
$159K 0.02%
869
+68
117
$157K 0.02%
777
-50
118
$156K 0.02%
3,057
+3
119
$154K 0.02%
3,092
+42
120
$146K 0.02%
1,908
+3
121
$144K 0.02%
918
-200
122
$139K 0.01%
1,239
+7
123
$138K 0.01%
2,303
124
$137K 0.01%
2,011
+3
125
$134K 0.01%
264
+1
3 4
5
6 7