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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.9M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$976K

Top Sells

1
+$2.73M
2
+$1.32M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$485K

Sector Composition

1 Consumer Discretionary 2.4%
2 Technology 0.66%
3 Consumer Staples 0.27%
4 Industrials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.01%
199
127
$39K 0.01%
197
128
$37K 0.01%
160
129
$37K 0.01%
300
130
$37K 0.01%
500
131
$36K 0.01%
192
132
$36K 0.01%
1,192
+1
133
$35K 0.01%
+405
134
$35K 0.01%
1,000
135
$32K ﹤0.01%
218
136
$31K ﹤0.01%
884
137
$30K ﹤0.01%
408
-457
138
$29K ﹤0.01%
309
139
$27K ﹤0.01%
549
+11
140
$27K ﹤0.01%
84
141
$26K ﹤0.01%
403
142
$25K ﹤0.01%
513
-6,220
143
$25K ﹤0.01%
247
144
$24K ﹤0.01%
203
145
$24K ﹤0.01%
243
146
$23K ﹤0.01%
360
147
$23K ﹤0.01%
+395
148
$22K ﹤0.01%
370
149
$21K ﹤0.01%
252
150
$20K ﹤0.01%
1,120
4 5
6
7 8