TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
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
326
$4K ﹤0.01%
45
327
$4K ﹤0.01%
174
328
$4K ﹤0.01%
160
329
$4K ﹤0.01%
94
330
$4K ﹤0.01%
+34
331
$3K ﹤0.01%
50
332
$3K ﹤0.01%
100
333
$3K ﹤0.01%
80
-21
334
$3K ﹤0.01%
100
-20
335
$3K ﹤0.01%
38
336
$3K ﹤0.01%
34
337
$3K ﹤0.01%
266
338
$3K ﹤0.01%
+400
339
$2K ﹤0.01%
33
340
$2K ﹤0.01%
40
341
$2K ﹤0.01%
10
342
$2K ﹤0.01%
+75
343
$2K ﹤0.01%
10
344
$2K ﹤0.01%
25
345
$2K ﹤0.01%
74
346
$2K ﹤0.01%
15
347
$2K ﹤0.01%
10
348
$2K ﹤0.01%
66
349
$2K ﹤0.01%
100
350
$2K ﹤0.01%
20
12 13
14
15 16