TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.03%
5,450
-400
102
$280K 0.03%
576
+50
103
$280K 0.03%
1,260
+360
104
$275K 0.03%
5,350
105
$272K 0.03%
987
+228
106
$271K 0.03%
2,891
107
$265K 0.03%
7,688
+21
108
$264K 0.02%
2,894
+591
109
$263K 0.02%
2,486
110
$255K 0.02%
3,665
+11
111
$253K 0.02%
2,125
+51
112
$253K 0.02%
690
+24
113
$241K 0.02%
12,699
+111
114
$238K 0.02%
2,000
115
$229K 0.02%
2,358
+2,071
116
$222K 0.02%
2,808
+442
117
$216K 0.02%
1,600
+3
118
$200K 0.02%
516
+449
119
$200K 0.02%
1,516
+333
120
$196K 0.02%
6,776
+8
121
$194K 0.02%
4,429
+47
122
$190K 0.02%
1,080
+158
123
$189K 0.02%
1,067
+1
124
$188K 0.02%
3,000
125
$187K 0.02%
2,699
+795
3 4
5
6 7