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
$613M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12M
3
+$11.8M
4
BND icon
Vanguard Total Bond Market
BND
+$8.87M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.18M

Top Sells

1
+$12.3M
2
+$9.15M
3
+$4.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.6M

Sector Composition

1 Consumer Discretionary 2.55%
2 Technology 0.54%
3 Consumer Staples 0.31%
4 Materials 0.22%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
64
202
$6K ﹤0.01%
17
203
$6K ﹤0.01%
244
204
$6K ﹤0.01%
158
205
$5K ﹤0.01%
105
206
$5K ﹤0.01%
20
207
$5K ﹤0.01%
110
208
$5K ﹤0.01%
201
209
$5K ﹤0.01%
80
210
$5K ﹤0.01%
100
211
$5K ﹤0.01%
200
212
$5K ﹤0.01%
600
213
$4K ﹤0.01%
190
214
$4K ﹤0.01%
156
215
$4K ﹤0.01%
102
-50
216
$4K ﹤0.01%
40
217
$4K ﹤0.01%
20
218
$4K ﹤0.01%
73
+1
219
$4K ﹤0.01%
46
-628
220
$3K ﹤0.01%
200
221
$3K ﹤0.01%
364
222
$3K ﹤0.01%
15
223
$3K ﹤0.01%
352
224
$3K ﹤0.01%
210
225
$3K ﹤0.01%
130
7 8
9
10 11