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
301
$4.44K ﹤0.01%
276
+6
302
$4.4K ﹤0.01%
+17
303
$4.29K ﹤0.01%
+16
304
$4.29K ﹤0.01%
20
305
$4.23K ﹤0.01%
81
+1
306
$4.21K ﹤0.01%
300
307
$4.2K ﹤0.01%
135
+5
308
$4.17K ﹤0.01%
34
309
$4.09K ﹤0.01%
352
310
$4.09K ﹤0.01%
404
311
$3.84K ﹤0.01%
680
312
$3.8K ﹤0.01%
728
313
$3.8K ﹤0.01%
100
314
$3.78K ﹤0.01%
100
+2
315
$3.73K ﹤0.01%
205
316
$3.71K ﹤0.01%
80
317
$3.7K ﹤0.01%
15
318
$3.51K ﹤0.01%
10
319
$3.4K ﹤0.01%
34
320
$3.35K ﹤0.01%
100
321
$3.31K ﹤0.01%
65
322
$3.18K ﹤0.01%
79
323
$3K ﹤0.01%
50
324
$2.97K ﹤0.01%
100
325
$2.81K ﹤0.01%
80
11 12
13
14 15