TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$105K 0.01%
1,146
+5
152
$105K 0.01%
1,018
+1
153
$103K 0.01%
13,335
+59
154
$101K 0.01%
289
+40
155
$100K 0.01%
1,999
-1,179
156
$97.9K 0.01%
448
+3
157
$97K 0.01%
1,572
+60
158
$96.9K 0.01%
486
+1
159
$92.5K 0.01%
303
+2
160
$91.5K 0.01%
1,671
+1,508
161
$90.4K 0.01%
3,117
+5
162
$86.7K 0.01%
2,912
+21
163
$86.3K 0.01%
2,355
+9
164
$85.4K 0.01%
454
165
$83.5K 0.01%
4,221
+2,000
166
$83K 0.01%
156
+1
167
$81.3K 0.01%
553
-7
168
$78.9K 0.01%
391
-875
169
$77.3K 0.01%
827
170
$69.3K 0.01%
1,365
-1,697
171
$67.6K 0.01%
901
172
$66.5K 0.01%
638
+1
173
$65.3K 0.01%
1,225
174
$64.8K 0.01%
280
175
$64.7K 0.01%
964
+5
5 6
7
8 9