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
301
$3K ﹤0.01%
+364
302
$3K ﹤0.01%
+80
303
$3K ﹤0.01%
+21
304
$3K ﹤0.01%
+10
305
$3K ﹤0.01%
+100
306
$3K ﹤0.01%
+15
307
$3K ﹤0.01%
+200
308
$3K ﹤0.01%
+100
309
$3K ﹤0.01%
+80
310
$3K ﹤0.01%
+40
311
$3K ﹤0.01%
+65
312
$3K ﹤0.01%
+34
313
$3K ﹤0.01%
+5
314
$3K ﹤0.01%
+160
315
$2K ﹤0.01%
+50
316
$2K ﹤0.01%
+273
317
$2K ﹤0.01%
+25
318
$2K ﹤0.01%
+50
319
$2K ﹤0.01%
+10
320
$2K ﹤0.01%
+15
321
$2K ﹤0.01%
+25
322
$2K ﹤0.01%
+80
323
$2K ﹤0.01%
+15
324
$2K ﹤0.01%
+12
325
$2K ﹤0.01%
+38
11 12
13
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