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
$725M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.98M
3
+$2.09M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$1.52M

Top Sells

1
+$4.53M
2
+$2.53M
3
+$2.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.08M
5
PEP icon
PepsiCo
PEP
+$269K

Sector Composition

1 Consumer Discretionary 1.93%
2 Technology 0.69%
3 Consumer Staples 0.22%
4 Industrials 0.21%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30K ﹤0.01%
407
+4
152
$30K ﹤0.01%
551
+2
153
$29K ﹤0.01%
243
154
$28K ﹤0.01%
752
155
$27K ﹤0.01%
204
+1
156
$27K ﹤0.01%
574
157
$26K ﹤0.01%
2,055
+2,000
158
$26K ﹤0.01%
84
159
$25K ﹤0.01%
711
-19
160
$24K ﹤0.01%
205
+125
161
$24K ﹤0.01%
+235
162
$24K ﹤0.01%
490
-23
163
$23K ﹤0.01%
370
164
$22K ﹤0.01%
542
165
$22K ﹤0.01%
210
+1
166
$21K ﹤0.01%
480
167
$21K ﹤0.01%
571
+151
168
$21K ﹤0.01%
360
169
$21K ﹤0.01%
365
+3
170
$21K ﹤0.01%
473
171
$21K ﹤0.01%
252
172
$20K ﹤0.01%
165
+3
173
$18K ﹤0.01%
1,096
+8
174
$18K ﹤0.01%
102
175
$17K ﹤0.01%
1,475
5 6
7
8 9