TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.02%
4,638
102
$239K 0.02%
2,486
-1,574
103
$239K 0.02%
7,667
+23
104
$234K 0.02%
3,654
+11
105
$217K 0.02%
2,000
106
$212K 0.02%
2,366
+160
107
$210K 0.02%
900
-100
108
$204K 0.02%
3,491
+8
109
$200K 0.02%
1,542
-6
110
$198K 0.02%
2,553
+592
111
$196K 0.02%
7,101
112
$195K 0.02%
1,148
113
$195K 0.02%
1,597
+4
114
$193K 0.02%
2,303
115
$192K 0.02%
4,382
+47
116
$191K 0.02%
6,768
+49
117
$179K 0.02%
3,000
118
$179K 0.02%
1,070
+116
119
$177K 0.02%
1,183
-74
120
$175K 0.02%
1,202
+19
121
$169K 0.02%
3,223
+17
122
$167K 0.02%
1,066
+117
123
$165K 0.02%
672
-111
124
$164K 0.02%
3,232
-2,399
125
$159K 0.02%
2,019
+3
3 4
5
6 7