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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$48K 0.01%
697
+1
152
$47K 0.01%
160
153
$47K 0.01%
192
154
$47K 0.01%
895
+41
155
$47K 0.01%
1,600
156
$47K 0.01%
2,055
+249
157
$47K 0.01%
199
158
$45K 0.01%
200
159
$45K 0.01%
201
+9
160
$45K 0.01%
837
+10
161
$42K 0.01%
690
162
$41K 0.01%
1,686
163
$39K ﹤0.01%
309
164
$36K ﹤0.01%
+426
165
$35K ﹤0.01%
788
+88
166
$34K ﹤0.01%
752
167
$33K ﹤0.01%
412
+5
168
$33K ﹤0.01%
542
169
$33K ﹤0.01%
243
170
$33K ﹤0.01%
492
+59
171
$32K ﹤0.01%
950
+104
172
$31K ﹤0.01%
206
+1
173
$31K ﹤0.01%
84
174
$30K ﹤0.01%
554
175
$30K ﹤0.01%
1,000
+964
5 6
7
8 9