TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
+8.29%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$725M
AUM Growth
+$60.9M
(+9.2%)
Cap. Flow
+$9.13M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
67.48%
Holding
309
New
25
Increased
89
Reduced
31
Closed
17
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$4.37M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.98M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.09M |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.77M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.52M |
Top Sells
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% |
