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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.9M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$976K

Top Sells

1
+$2.73M
2
+$1.32M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$485K

Sector Composition

1 Consumer Discretionary 2.4%
2 Technology 0.66%
3 Consumer Staples 0.27%
4 Industrials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K ﹤0.01%
310
+200
177
$11K ﹤0.01%
304
+75
178
$11K ﹤0.01%
138
179
$9K ﹤0.01%
202
180
$9K ﹤0.01%
174
181
$9K ﹤0.01%
181
182
$9K ﹤0.01%
80
183
$9K ﹤0.01%
300
184
$8K ﹤0.01%
1,475
185
$8K ﹤0.01%
40
186
$8K ﹤0.01%
300
187
$7K ﹤0.01%
364
188
$7K ﹤0.01%
332
189
$7K ﹤0.01%
+200
190
$7K ﹤0.01%
71
+1
191
$6K ﹤0.01%
103
192
$6K ﹤0.01%
+143
193
$6K ﹤0.01%
297
+3
194
$6K ﹤0.01%
91
195
$5K ﹤0.01%
140
+1
196
$5K ﹤0.01%
156
197
$5K ﹤0.01%
+400
198
$5K ﹤0.01%
404
199
$5K ﹤0.01%
81
200
$4K ﹤0.01%
20
6 7
8
9 10