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
201
$40.5K ﹤0.01%
2,875
202
$39.7K ﹤0.01%
550
203
$39.6K ﹤0.01%
160
-3
204
$38.3K ﹤0.01%
255
-1
205
$38.2K ﹤0.01%
838
+6
206
$38K ﹤0.01%
915
+1
207
$37.5K ﹤0.01%
151
208
$36.4K ﹤0.01%
84
209
$33.6K ﹤0.01%
380
+4
210
$33.3K ﹤0.01%
427
-186
211
$32.8K ﹤0.01%
662
212
$32.4K ﹤0.01%
485
+7
213
$32.2K ﹤0.01%
59
214
$32.2K ﹤0.01%
809
+8
215
$31.2K ﹤0.01%
618
-125
216
$30.7K ﹤0.01%
846
+12
217
$30K ﹤0.01%
338
218
$29.6K ﹤0.01%
208
+2
219
$29.1K ﹤0.01%
1,039
+2
220
$29K ﹤0.01%
702
221
$28.7K ﹤0.01%
+110
222
$28.3K ﹤0.01%
879
223
$26K ﹤0.01%
720
224
$25.7K ﹤0.01%
240
225
$25.2K ﹤0.01%
752
-10
7 8
9
10 11