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 Buys

1
+$8.83M
2
+$6.09M
3
+$5.58M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.5M

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
251
$9.78K ﹤0.01%
41
252
$9.54K ﹤0.01%
+57
253
$9.19K ﹤0.01%
237
+1
254
$9.17K ﹤0.01%
+28
255
$9.14K ﹤0.01%
300
256
$9.13K ﹤0.01%
+55
257
$9.07K ﹤0.01%
37
258
$8.82K ﹤0.01%
120
259
$8.54K ﹤0.01%
+126
260
$8.51K ﹤0.01%
32
+28
261
$8.32K ﹤0.01%
300
262
$7.94K ﹤0.01%
+36
263
$7.81K ﹤0.01%
280
+3
264
$7.71K ﹤0.01%
50
265
$7.7K ﹤0.01%
247
266
$7.67K ﹤0.01%
50
267
$7.62K ﹤0.01%
23
268
$7.48K ﹤0.01%
218
+4
269
$7.34K ﹤0.01%
+15
270
$7.3K ﹤0.01%
100
271
$7.26K ﹤0.01%
550
+14
272
$7.01K ﹤0.01%
314
+9
273
$6.99K ﹤0.01%
+42
274
$6.77K ﹤0.01%
8
275
$6.7K ﹤0.01%
30
9 10
11
12 13