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
301
$5K ﹤0.01%
273
302
$5K ﹤0.01%
23
303
$5K ﹤0.01%
59
304
$5K ﹤0.01%
15
305
$5K ﹤0.01%
61
306
$5K ﹤0.01%
27
307
$5K ﹤0.01%
207
308
$5K ﹤0.01%
80
-95
309
$5K ﹤0.01%
107
+7
310
$5K ﹤0.01%
130
311
$5K ﹤0.01%
268
-1,564
312
$5K ﹤0.01%
19
313
$5K ﹤0.01%
5
314
$5K ﹤0.01%
+1,505
315
$4K ﹤0.01%
94
316
$4K ﹤0.01%
+34
317
$4K ﹤0.01%
160
318
$4K ﹤0.01%
205
319
$4K ﹤0.01%
79
-77
320
$4K ﹤0.01%
100
+90
321
$4K ﹤0.01%
93
+1
322
$4K ﹤0.01%
100
+90
323
$4K ﹤0.01%
80
324
$4K ﹤0.01%
20
325
$4K ﹤0.01%
10
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14 15