TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
-4.34%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$721M
AUM Growth
-$17.4M
(-2.4%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
63.92%
Holding
373
New
287
Increased
39
Reduced
34
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$19.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.32M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.72M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.64M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.52M |
Sector Composition
| 1 | Consumer Discretionary | 2.45% |
| 2 | Technology | 0.67% |
| 3 | Consumer Staples | 0.36% |
| 4 | Energy | 0.19% |
| 5 | Healthcare | 0.17% |
