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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.01%
1,500
127
$41K 0.01%
396
128
$40K 0.01%
1,070
-59
129
$39K 0.01%
326
+2
130
$37K 0.01%
199
-170
131
$34K 0.01%
978
+6
132
$33K 0.01%
101
133
$33K 0.01%
870
134
$33K 0.01%
500
135
$33K 0.01%
+691
136
$32K 0.01%
218
137
$31K 0.01%
529
+2
138
$31K 0.01%
448
+5
139
$30K ﹤0.01%
+503
140
$29K ﹤0.01%
160
141
$29K ﹤0.01%
84
142
$28K ﹤0.01%
752
143
$26K ﹤0.01%
+315
144
$25K ﹤0.01%
192
-14
145
$25K ﹤0.01%
+546
146
$24K ﹤0.01%
252
147
$23K ﹤0.01%
360
148
$23K ﹤0.01%
243
149
$23K ﹤0.01%
425
150
$23K ﹤0.01%
493
4 5
6
7 8