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
251
$8K ﹤0.01%
+40
252
$8K ﹤0.01%
+300
253
$7K ﹤0.01%
+41
254
$7K ﹤0.01%
+200
255
$7K ﹤0.01%
+50
256
$7K ﹤0.01%
+8
257
$7K ﹤0.01%
+37
258
$7K ﹤0.01%
+50
259
$7K ﹤0.01%
+247
260
$6K ﹤0.01%
+536
261
$6K ﹤0.01%
+23
262
$6K ﹤0.01%
+365
263
$6K ﹤0.01%
+27
264
$6K ﹤0.01%
+411
265
$6K ﹤0.01%
+144
266
$6K ﹤0.01%
+277
267
$5K ﹤0.01%
+190
268
$5K ﹤0.01%
+105
269
$5K ﹤0.01%
+102
270
$5K ﹤0.01%
+20
271
$5K ﹤0.01%
+15
272
$5K ﹤0.01%
+16
273
$5K ﹤0.01%
+50
274
$5K ﹤0.01%
+210
275
$5K ﹤0.01%
+30
9 10
11
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