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
201
$39.3K ﹤0.01%
330
+21
202
$38.7K ﹤0.01%
101
203
$37.9K ﹤0.01%
4,496
204
$37.8K ﹤0.01%
620
+3
205
$36.8K ﹤0.01%
848
+2
206
$36.6K ﹤0.01%
1,209
+10
207
$36.4K ﹤0.01%
258
+1
208
$36.4K ﹤0.01%
371
+115
209
$35.9K ﹤0.01%
115
+95
210
$35.2K ﹤0.01%
612
-1,297
211
$35.2K ﹤0.01%
662
212
$34.5K ﹤0.01%
428
213
$34.3K ﹤0.01%
821
+4
214
$34.2K ﹤0.01%
570
+55
215
$34.1K ﹤0.01%
2,875
216
$33.8K ﹤0.01%
493
217
$33.8K ﹤0.01%
55
+46
218
$33.6K ﹤0.01%
741
+1
219
$33.4K ﹤0.01%
369
+4
220
$32.5K ﹤0.01%
882
+9
221
$30.9K ﹤0.01%
609
+4
222
$30.5K ﹤0.01%
280
+3
223
$29.8K ﹤0.01%
353
+3
224
$29.8K ﹤0.01%
636
+209
225
$29.7K ﹤0.01%
60
+45
7 8
9
10 11