TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.18M
3
+$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Top Sells

1
+$4.37M
2
+$1.32M
3
+$819K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$746K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$706K

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64.2K 0.01%
2,112
177
$63.5K 0.01%
383
+25
178
$63.4K 0.01%
403
-70
179
$61.5K 0.01%
2,045
180
$59.8K 0.01%
5,650
181
$57K 0.01%
592
182
$52.7K 0.01%
277
-30
183
$51.4K 0.01%
719
+1
184
$49.2K 0.01%
603
-127
185
$46.3K ﹤0.01%
1,982
+13
186
$46.3K ﹤0.01%
1,253
-30
187
$46.2K ﹤0.01%
2,014
+13
188
$46K ﹤0.01%
2,054
+13
189
$45.5K ﹤0.01%
55
+31
190
$45K ﹤0.01%
1,022
191
$44.8K ﹤0.01%
790
192
$43.7K ﹤0.01%
2,007
+13
193
$43.2K ﹤0.01%
2,198
+14
194
$42.8K ﹤0.01%
84
-2
195
$42.6K ﹤0.01%
582
+1
196
$42.6K ﹤0.01%
369
197
$42.2K ﹤0.01%
1,857
+74
198
$41.9K ﹤0.01%
160
199
$40.4K ﹤0.01%
360
200
$40.3K ﹤0.01%
992
-1,307
6 7
8
9 10