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
276
$6.64K ﹤0.01%
105
277
$6.55K ﹤0.01%
103
+1
278
$6.45K ﹤0.01%
+27
279
$6.43K ﹤0.01%
15
280
$6.42K ﹤0.01%
414
+3
281
$6.23K ﹤0.01%
27
282
$6.22K ﹤0.01%
377
+12
283
$6.18K ﹤0.01%
20
284
$6.02K ﹤0.01%
210
285
$5.98K ﹤0.01%
+77
286
$5.79K ﹤0.01%
+175
287
$5.75K ﹤0.01%
1,048
+28
288
$5.73K ﹤0.01%
200
289
$5.69K ﹤0.01%
+48
290
$5.68K ﹤0.01%
+44
291
$5.6K ﹤0.01%
255
292
$5.46K ﹤0.01%
16
293
$5.45K ﹤0.01%
50
294
$5.35K ﹤0.01%
144
295
$4.99K ﹤0.01%
+7
296
$4.91K ﹤0.01%
45
297
$4.48K ﹤0.01%
108
298
$4.47K ﹤0.01%
244
299
$4.45K ﹤0.01%
107
300
$4.45K ﹤0.01%
111
+2
10 11
12
13 14