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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.9M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$976K

Top Sells

1
+$2.73M
2
+$1.32M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$485K

Sector Composition

1 Consumer Discretionary 2.4%
2 Technology 0.66%
3 Consumer Staples 0.27%
4 Industrials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K ﹤0.01%
574
152
$19K ﹤0.01%
362
-189
153
$19K ﹤0.01%
102
+1
154
$18K ﹤0.01%
752
155
$18K ﹤0.01%
209
+1
156
$18K ﹤0.01%
730
+208
157
$17K ﹤0.01%
480
158
$16K ﹤0.01%
420
+210
159
$16K ﹤0.01%
542
160
$16K ﹤0.01%
1,088
161
$16K ﹤0.01%
434
162
$16K ﹤0.01%
473
163
$15K ﹤0.01%
+162
164
$15K ﹤0.01%
380
+6
165
$14K ﹤0.01%
488
+1
166
$14K ﹤0.01%
224
+1
167
$14K ﹤0.01%
1,130
+1,000
168
$14K ﹤0.01%
249
169
$14K ﹤0.01%
179
170
$13K ﹤0.01%
246
+100
171
$12K ﹤0.01%
+120
172
$12K ﹤0.01%
56
173
$12K ﹤0.01%
101
174
$12K ﹤0.01%
676
175
$12K ﹤0.01%
225
5 6
7
8 9