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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$132K 0.01%
5,032
127
$131K 0.01%
2,000
128
$128K 0.01%
3,000
-329
129
$127K 0.01%
1,227
+2
130
$127K 0.01%
4,636
131
$126K 0.01%
1,775
+1
132
$123K 0.01%
4,880
133
$122K 0.01%
3,645
134
$120K 0.01%
13,189
+51
135
$120K 0.01%
349
+2
136
$116K 0.01%
1,976
-3,356
137
$112K 0.01%
1,430
+7
138
$110K 0.01%
2,645
+3
139
$107K 0.01%
3,515
+27
140
$106K 0.01%
4,284
141
$106K 0.01%
830
+5
142
$105K 0.01%
197
143
$105K 0.01%
1,500
144
$105K 0.01%
1,291
+9
145
$98.1K 0.01%
484
+1
146
$97.7K 0.01%
660
+1
147
$94K 0.01%
542
148
$93.3K 0.01%
512
149
$90.4K 0.01%
2,233
+28
150
$88.7K 0.01%
437
4 5
6
7 8