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
276
$9K ﹤0.01%
542
277
$8K ﹤0.01%
364
278
$8K ﹤0.01%
40
279
$8K ﹤0.01%
282
+2
280
$8K ﹤0.01%
100
281
$8K ﹤0.01%
30
282
$8K ﹤0.01%
50
-5
283
$7K ﹤0.01%
+900
284
$7K ﹤0.01%
352
285
$7K ﹤0.01%
210
286
$7K ﹤0.01%
104
-3
287
$7K ﹤0.01%
+137
288
$7K ﹤0.01%
252
289
$7K ﹤0.01%
933
+24
290
$7K ﹤0.01%
600
+500
291
$6K ﹤0.01%
105
292
$6K ﹤0.01%
16
293
$6K ﹤0.01%
40
294
$6K ﹤0.01%
200
295
$6K ﹤0.01%
80
-101
296
$6K ﹤0.01%
244
297
$6K ﹤0.01%
+100
298
$6K ﹤0.01%
404
299
$5K ﹤0.01%
1,047
300
$5K ﹤0.01%
+101
10 11
12
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