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
$664M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$5.29M
3
+$2.9M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.62M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$976K

Top Sells

1
+$2.73M
2
+$1.32M
3
+$1.31M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$485K

Sector Composition

1 Consumer Discretionary 2.4%
2 Technology 0.66%
3 Consumer Staples 0.27%
4 Industrials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
256
202
$4K ﹤0.01%
23
203
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40
204
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80
205
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27
206
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84
207
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100
208
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162
209
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244
210
$4K ﹤0.01%
19
211
$3K ﹤0.01%
1,036
+4
212
$3K ﹤0.01%
190
213
$3K ﹤0.01%
105
214
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50
215
$3K ﹤0.01%
59
216
$3K ﹤0.01%
100
+75
217
$3K ﹤0.01%
15
218
$3K ﹤0.01%
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20
221
$3K ﹤0.01%
207
222
$3K ﹤0.01%
30
+10
223
$3K ﹤0.01%
15
224
$2K ﹤0.01%
200
225
$2K ﹤0.01%
10
7 8
9
10 11