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
$725M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.98M
3
+$2.09M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$1.52M

Top Sells

1
+$4.53M
2
+$2.53M
3
+$2.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.08M
5
PEP icon
PepsiCo
PEP
+$269K

Sector Composition

1 Consumer Discretionary 1.93%
2 Technology 0.69%
3 Consumer Staples 0.22%
4 Industrials 0.21%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.01%
610
127
$49K 0.01%
160
128
$48K 0.01%
750
+2
129
$47K 0.01%
200
130
$47K 0.01%
1,289
+405
131
$47K 0.01%
559
-168
132
$47K 0.01%
692
+601
133
$46K 0.01%
197
134
$45K 0.01%
763
135
$44K 0.01%
410
+5
136
$44K 0.01%
500
137
$44K 0.01%
199
138
$43K 0.01%
682
+601
139
$41K 0.01%
192
140
$41K 0.01%
295
141
$41K 0.01%
+192
142
$40K 0.01%
8
143
$39K 0.01%
+255
144
$39K 0.01%
+854
145
$38K 0.01%
+1,492
146
$34K ﹤0.01%
218
147
$34K ﹤0.01%
410
+2
148
$34K ﹤0.01%
247
149
$31K ﹤0.01%
309
150
$31K ﹤0.01%
827
-365
4 5
6
7 8