TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$156K 0.02%
1,914
+2
127
$155K 0.02%
4,614
-416
128
$149K 0.02%
936
+27
129
$143K 0.01%
922
+128
130
$141K 0.01%
269
+1
131
$138K 0.01%
740
132
$135K 0.01%
1,904
+93
133
$132K 0.01%
4,913
+15
134
$129K 0.01%
4,704
+9
135
$128K 0.01%
1,106
-211
136
$127K 0.01%
759
+31
137
$126K 0.01%
2,544
+2
138
$123K 0.01%
4,902
+5
139
$122K 0.01%
+1,325
140
$121K 0.01%
1,130
+6
141
$120K 0.01%
1,500
142
$120K 0.01%
1,175
-47
143
$117K 0.01%
1,436
144
$116K 0.01%
4,382
+24
145
$115K 0.01%
846
+5
146
$112K 0.01%
3,615
+36
147
$110K 0.01%
2,213
148
$108K 0.01%
1,308
+8
149
$108K 0.01%
375
+200
150
$107K 0.01%
3,645
4 5
6
7 8