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
$886M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$5.63M
3
+$3.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.7M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.17M

Top Sells

1
+$2.07M
2
+$1.86M
3
+$1.14M
4
VUG icon
Vanguard Growth ETF
VUG
+$981K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$970K

Sector Composition

1 Consumer Discretionary 1.92%
2 Technology 0.79%
3 Consumer Staples 0.31%
4 Industrials 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K ﹤0.01%
720
227
$19K ﹤0.01%
+500
228
$19K ﹤0.01%
182
+1
229
$19K ﹤0.01%
438
230
$18K ﹤0.01%
208
+1
231
$18K ﹤0.01%
489
232
$18K ﹤0.01%
50
233
$18K ﹤0.01%
101
234
$17K ﹤0.01%
256
235
$17K ﹤0.01%
676
236
$17K ﹤0.01%
246
237
$16K ﹤0.01%
403
+8
238
$16K ﹤0.01%
139
239
$16K ﹤0.01%
31
240
$16K ﹤0.01%
340
241
$16K ﹤0.01%
400
242
$15K ﹤0.01%
+333
243
$15K ﹤0.01%
276
+3
244
$15K ﹤0.01%
56
245
$15K ﹤0.01%
112
+27
246
$15K ﹤0.01%
247
247
$14K ﹤0.01%
55
248
$14K ﹤0.01%
+150
249
$14K ﹤0.01%
108
250
$14K ﹤0.01%
617
-162
8 9
10
11 12