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
$721M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$3.5M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.05M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.66M

Top Sells

1
+$19.3M
2
+$2.32M
3
+$1.72M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.64M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.52M

Sector Composition

1 Consumer Discretionary 2.45%
2 Technology 0.67%
3 Consumer Staples 0.36%
4 Energy 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
+201
227
$12K ﹤0.01%
+400
228
$12K ﹤0.01%
+542
229
$11K ﹤0.01%
+103
230
$11K ﹤0.01%
+120
231
$11K ﹤0.01%
+407
232
$11K ﹤0.01%
+716
233
$11K ﹤0.01%
+140
234
$11K ﹤0.01%
+101
235
$11K ﹤0.01%
+617
236
$10K ﹤0.01%
+202
237
$10K ﹤0.01%
+950
238
$10K ﹤0.01%
+204
239
$10K ﹤0.01%
+384
240
$10K ﹤0.01%
+113
241
$10K ﹤0.01%
+390
242
$9K ﹤0.01%
+490
243
$9K ﹤0.01%
+300
244
$9K ﹤0.01%
+215
245
$8K ﹤0.01%
+214
246
$8K ﹤0.01%
+34
247
$8K ﹤0.01%
+236
248
$8K ﹤0.01%
+305
249
$8K ﹤0.01%
+207
250
$8K ﹤0.01%
+100
8 9
10
11 12