TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.1M
3
+$1.51M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.45M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$1.82M
2
+$1.3M
3
+$1.27M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$705K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$121K 0.01%
1,500
152
$119K 0.01%
3,645
153
$119K 0.01%
1,316
+8
154
$116K 0.01%
1,671
+99
155
$116K 0.01%
852
+6
156
$114K 0.01%
375
157
$113K 0.01%
4,856
+2,874
158
$112K 0.01%
1,479
+578
159
$111K 0.01%
2,217
+4
160
$107K 0.01%
2,546
+2
161
$106K 0.01%
1,034
+16
162
$105K 0.01%
13,391
+56
163
$103K 0.01%
4,665
+444
164
$100K 0.01%
3,126
+9
165
$98.6K 0.01%
450
+2
166
$98.6K 0.01%
+1,320
167
$97.9K 0.01%
2,943
+31
168
$96K 0.01%
2,720
-1,894
169
$94K 0.01%
391
170
$93.8K 0.01%
2,384
+29
171
$92.3K 0.01%
1,676
+5
172
$91.4K 0.01%
424
-62
173
$90.5K 0.01%
290
+21
174
$89.5K 0.01%
604
+201
175
$89.4K 0.01%
721
+578
5 6
7
8 9