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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$75K 0.01%
1,331
127
$74K 0.01%
4,048
+424
128
$74K 0.01%
408
+2
129
$73K 0.01%
1,274
130
$72K 0.01%
454
131
$71K 0.01%
2,826
+339
132
$66K 0.01%
286
133
$66K 0.01%
1,324
134
$63K 0.01%
382
135
$61K 0.01%
541
+5
136
$61K 0.01%
500
137
$60K 0.01%
610
138
$60K 0.01%
493
139
$59K 0.01%
101
140
$58K 0.01%
566
+4
141
$57K 0.01%
197
142
$56K 0.01%
853
+2
143
$55K 0.01%
+1,000
144
$54K 0.01%
310
145
$54K 0.01%
3,140
+18
146
$54K 0.01%
2,034
+9
147
$53K 0.01%
2,040
+9
148
$52K 0.01%
2,055
+8
149
$52K 0.01%
2,079
+7
150
$51K 0.01%
884
+869
4 5
6
7 8