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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K ﹤0.01%
247
177
$29K ﹤0.01%
550
178
$29K ﹤0.01%
205
179
$29K ﹤0.01%
713
+1
180
$28K ﹤0.01%
300
-240
181
$28K ﹤0.01%
+400
182
$26K ﹤0.01%
425
183
$26K ﹤0.01%
233
+1
184
$26K ﹤0.01%
473
185
$25K ﹤0.01%
256
186
$25K ﹤0.01%
360
187
$25K ﹤0.01%
+930
188
$24K ﹤0.01%
400
+100
189
$23K ﹤0.01%
480
190
$23K ﹤0.01%
300
191
$23K ﹤0.01%
434
192
$23K ﹤0.01%
104
+1
193
$22K ﹤0.01%
75
+33
194
$22K ﹤0.01%
165
195
$22K ﹤0.01%
57
196
$22K ﹤0.01%
1,184
+15
197
$22K ﹤0.01%
129
+1
198
$22K ﹤0.01%
462
-25
199
$21K ﹤0.01%
252
200
$21K ﹤0.01%
435
6 7
8
9 10