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
251
$13K ﹤0.01%
1,038
252
$13K ﹤0.01%
700
+2
253
$13K ﹤0.01%
127
+1
254
$13K ﹤0.01%
144
255
$12K ﹤0.01%
201
+190
256
$12K ﹤0.01%
202
257
$11K ﹤0.01%
103
258
$11K ﹤0.01%
284
+4
259
$11K ﹤0.01%
8
260
$11K ﹤0.01%
202
261
$11K ﹤0.01%
230
+1
262
$11K ﹤0.01%
300
263
$10K ﹤0.01%
+200
264
$10K ﹤0.01%
300
265
$10K ﹤0.01%
404
+1
266
$10K ﹤0.01%
377
+37
267
$10K ﹤0.01%
40
268
$10K ﹤0.01%
300
269
$9K ﹤0.01%
+500
270
$9K ﹤0.01%
190
271
$9K ﹤0.01%
55
272
$9K ﹤0.01%
608
273
$9K ﹤0.01%
201
274
$9K ﹤0.01%
705
+500
275
$9K ﹤0.01%
280
+3
9 10
11
12 13