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
$725M
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.98M
3
+$2.09M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.77M
5
BND icon
Vanguard Total Bond Market
BND
+$1.52M

Top Sells

1
+$4.53M
2
+$2.53M
3
+$2.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.08M
5
PEP icon
PepsiCo
PEP
+$269K

Sector Composition

1 Consumer Discretionary 1.93%
2 Technology 0.69%
3 Consumer Staples 0.22%
4 Industrials 0.21%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K ﹤0.01%
434
177
$16K ﹤0.01%
488
178
$16K ﹤0.01%
225
+1
179
$16K ﹤0.01%
+40
180
$16K ﹤0.01%
1,150
+20
181
$16K ﹤0.01%
381
+1
182
$16K ﹤0.01%
180
+1
183
$15K ﹤0.01%
720
-400
184
$15K ﹤0.01%
249
185
$15K ﹤0.01%
101
186
$15K ﹤0.01%
676
187
$15K ﹤0.01%
246
188
$14K ﹤0.01%
+50
189
$14K ﹤0.01%
+200
190
$14K ﹤0.01%
+240
191
$14K ﹤0.01%
+70
192
$13K ﹤0.01%
310
193
$12K ﹤0.01%
+400
194
$12K ﹤0.01%
120
195
$12K ﹤0.01%
304
196
$12K ﹤0.01%
138
197
$12K ﹤0.01%
56
198
$12K ﹤0.01%
225
199
$11K ﹤0.01%
202
200
$11K ﹤0.01%
181
6 7
8
9 10