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
276
$5K ﹤0.01%
+728
277
$5K ﹤0.01%
+108
278
$5K ﹤0.01%
+255
279
$5K ﹤0.01%
+1,020
280
$5K ﹤0.01%
+404
281
$4K ﹤0.01%
+1,058
282
$4K ﹤0.01%
+200
283
$4K ﹤0.01%
+98
284
$4K ﹤0.01%
+352
285
$4K ﹤0.01%
+80
286
$4K ﹤0.01%
+107
287
$4K ﹤0.01%
+45
288
$4K ﹤0.01%
+130
289
$4K ﹤0.01%
+270
290
$4K ﹤0.01%
+244
291
$4K ﹤0.01%
+109
292
$4K ﹤0.01%
+34
293
$4K ﹤0.01%
+680
294
$4K ﹤0.01%
+300
295
$3K ﹤0.01%
+205
296
$3K ﹤0.01%
+20
297
$3K ﹤0.01%
+79
298
$3K ﹤0.01%
+200
299
$3K ﹤0.01%
+100
300
$3K ﹤0.01%
+20
10 11
12
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