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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21K ﹤0.01%
330
152
$21K ﹤0.01%
197
153
$21K ﹤0.01%
1,614
+12
154
$20K ﹤0.01%
363
155
$19K ﹤0.01%
320
156
$18K ﹤0.01%
183
+1
157
$18K ﹤0.01%
206
+1
158
$17K ﹤0.01%
331
-86
159
$17K ﹤0.01%
156
-54
160
$17K ﹤0.01%
+155
161
$17K ﹤0.01%
243
+2
162
$17K ﹤0.01%
305
+4
163
$16K ﹤0.01%
5,000
164
$15K ﹤0.01%
71
165
$15K ﹤0.01%
116
+1
166
$14K ﹤0.01%
177
+1
167
$14K ﹤0.01%
249
168
$13K ﹤0.01%
248
+3
169
$13K ﹤0.01%
222
+1
170
$13K ﹤0.01%
676
171
$13K ﹤0.01%
17
172
$12K ﹤0.01%
202
173
$11K ﹤0.01%
486
174
$11K ﹤0.01%
56
175
$11K ﹤0.01%
225
5 6
7
8 9