TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$185K 0.02%
1,148
127
$184K 0.02%
1,544
+2
128
$180K 0.02%
1,083
+996
129
$173K 0.02%
3,248
+25
130
$172K 0.02%
942
+6
131
$171K 0.02%
1,121
+738
132
$168K 0.02%
+3,453
133
$165K 0.02%
4,042
+4
134
$160K 0.02%
303
135
$160K 0.02%
1,185
-17
136
$156K 0.01%
1,375
+245
137
$155K 0.01%
1,916
+2
138
$155K 0.01%
436
+147
139
$147K 0.01%
7,101
140
$147K 0.01%
4,927
+14
141
$143K 0.01%
4,907
+5
142
$143K 0.01%
1,111
+5
143
$137K 0.01%
1,178
+3
144
$135K 0.01%
4,716
+12
145
$129K 0.01%
1,443
+7
146
$126K 0.01%
680
+552
147
$125K 0.01%
1,325
148
$124K 0.01%
234
+225
149
$122K 0.01%
1,327
+181
150
$122K 0.01%
4,405
+23
4 5
6
7 8