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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K ﹤0.01%
247
177
$10K ﹤0.01%
147
178
$9K ﹤0.01%
207
179
$9K ﹤0.01%
137
+1
180
$9K ﹤0.01%
116
181
$9K ﹤0.01%
101
182
$9K ﹤0.01%
146
183
$9K ﹤0.01%
80
184
$8K ﹤0.01%
93
-441
185
$8K ﹤0.01%
+174
186
$8K ﹤0.01%
335
187
$8K ﹤0.01%
122
+2
188
$8K ﹤0.01%
+328
189
$8K ﹤0.01%
+181
190
$8K ﹤0.01%
404
191
$8K ﹤0.01%
473
-73
192
$7K ﹤0.01%
103
193
$7K ﹤0.01%
241
-1,407
194
$7K ﹤0.01%
27
195
$7K ﹤0.01%
77
196
$7K ﹤0.01%
32
197
$7K ﹤0.01%
40
198
$6K ﹤0.01%
200
199
$6K ﹤0.01%
210
200
$6K ﹤0.01%
205
+1
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8
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