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
$764M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Sells

1 +$8.45M
2 +$3.3M
3 +$1.97M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.25M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.08M

Sector Composition

1 Consumer Discretionary 2.62%
2 Technology 0.63%
3 Consumer Staples 0.37%
4 Energy 0.23%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15.4K ﹤0.01%
74
+34
227
$14.7K ﹤0.01%
542
228
$14.5K ﹤0.01%
184
229
$14.2K ﹤0.01%
617
230
$13.9K ﹤0.01%
204
231
$13.7K ﹤0.01%
676
232
$13.7K ﹤0.01%
400
233
$13.5K ﹤0.01%
134
+94
234
$13.4K ﹤0.01%
300
235
$12.9K ﹤0.01%
103
236
$12.9K ﹤0.01%
+138
237
$12.8K ﹤0.01%
291
+2
238
$12.5K ﹤0.01%
414
+7
239
$12.4K ﹤0.01%
722
+6
240
$12.4K ﹤0.01%
201
241
$11.7K ﹤0.01%
114
+1
242
$11.5K ﹤0.01%
971
+21
243
$11.5K ﹤0.01%
141
+1
244
$11.1K ﹤0.01%
101
245
$11K ﹤0.01%
218
+3
246
$11K ﹤0.01%
398
+14
247
$10.5K ﹤0.01%
34
248
$10.2K ﹤0.01%
207
249
$10.1K ﹤0.01%
490
250
$9.93K ﹤0.01%
38
+32