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
$956M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.57M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.94M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.41M

Top Sells

1
+$5.24M
2
+$4.23M
3
+$2.31M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.86M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.62M

Sector Composition

1 Consumer Discretionary 2.08%
2 Technology 1.03%
3 Consumer Staples 0.41%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$55.8K 0.01%
213
+1
177
$55.2K 0.01%
2,197
+22
178
$53.7K 0.01%
1,733
-528
179
$53.2K 0.01%
521
-102
180
$52.5K 0.01%
5,491
181
$51.9K 0.01%
355
-6
182
$51.7K 0.01%
+1,511
183
$51.6K 0.01%
+301
184
$49.6K 0.01%
1,266
+9
185
$48.4K 0.01%
714
+1
186
$47.3K ﹤0.01%
220
-25
187
$46.9K ﹤0.01%
379
+1
188
$45.3K ﹤0.01%
781
+3
189
$44.6K ﹤0.01%
1,919
+21
190
$44.2K ﹤0.01%
1,953
+20
191
$44K ﹤0.01%
221
192
$44K ﹤0.01%
1,993
+20
193
$43.8K ﹤0.01%
372
+2
194
$42.7K ﹤0.01%
309
195
$42.7K ﹤0.01%
1,022
196
$42.4K ﹤0.01%
546
197
$41.7K ﹤0.01%
1,950
+20
198
$41.3K ﹤0.01%
2,152
199
$41.3K ﹤0.01%
4,496
200
$41.2K ﹤0.01%
2,135
+21
6 7
8
9 10