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
$802M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.83M
3
+$1.61M
4
BND icon
Vanguard Total Bond Market
BND
+$1.53M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.28M

Top Sells

1
+$2.67M
2
+$1.93M
3
+$1.49M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$733K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$504K

Sector Composition

1 Consumer Discretionary 1.82%
2 Technology 0.7%
3 Consumer Staples 0.23%
4 Industrials 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$20K ﹤0.01%
5
202
$19K ﹤0.01%
+1,536
203
$19K ﹤0.01%
720
204
$18K ﹤0.01%
151
205
$18K ﹤0.01%
200
206
$18K ﹤0.01%
226
+1
207
$18K ﹤0.01%
40
208
$18K ﹤0.01%
383
+1
209
$18K ﹤0.01%
206
+166
210
$18K ﹤0.01%
676
211
$18K ﹤0.01%
181
+1
212
$17K ﹤0.01%
488
213
$17K ﹤0.01%
108
214
$16K ﹤0.01%
70
215
$16K ﹤0.01%
256
+7
216
$15K ﹤0.01%
+270
217
$15K ﹤0.01%
50
218
$15K ﹤0.01%
+31
219
$15K ﹤0.01%
246
220
$15K ﹤0.01%
400
221
$14K ﹤0.01%
219
222
$14K ﹤0.01%
420
-151
223
$14K ﹤0.01%
690
+7
224
$14K ﹤0.01%
139
225
$14K ﹤0.01%
101
7 8
9
10 11