We are live on ! Find out more
TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.3M
3
+$2.62M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.75M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.45M

Top Sells

1
+$3.26M
2
+$2.95M
3
+$2.83M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.76M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$966K

Sector Composition

1 Consumer Discretionary 2.05%
2 Technology 0.71%
3 Consumer Staples 0.27%
4 Industrials 0.1%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-473
252
– –
-550
253
– –
-800
254
– –
-300
255
– –
-80
256
– –
-2,950
257
– –
-1,831
258
– –
-100
259
– –
-139
260
– –
-127
261
– –
-838
262
– –
-15
263
– –
-230
264
– –
-404
265
– –
-2,875
266
– –
-256
267
– –
-31
268
– –
-8
269
– –
-1,500
270
– –
-439
271
– –
-500
272
– –
-151
273
– –
-160
274
– –
-75
275
– –
-55
9 10
11
12 13