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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$88.5K 0.01%
550
152
$86.5K 0.01%
3,104
-1,253
153
$85.2K 0.01%
468
-9
154
$81K 0.01%
2,859
+28
155
$79.2K 0.01%
454
156
$78.4K 0.01%
1,662
157
$78.2K 0.01%
1,787
+5
158
$75.4K 0.01%
1,384
-725
159
$75.4K 0.01%
827
160
$74.6K 0.01%
1,263
161
$72.4K 0.01%
715
+8
162
$70.4K 0.01%
1,481
163
$66.7K 0.01%
530
164
$65.2K 0.01%
1,678
-803
165
$65.1K 0.01%
948
+4
166
$64.3K 0.01%
901
167
$64.3K 0.01%
1,225
168
$62.6K 0.01%
472
-36
169
$61.2K 0.01%
3,201
-394
170
$60.7K 0.01%
2,045
171
$59.7K 0.01%
280
172
$58K 0.01%
2,091
+6
173
$56.9K 0.01%
589
+4
174
$56.7K 0.01%
720
+13
175
$56.1K 0.01%
101
5 6
7
8 9