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
$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
326
$2K ﹤0.01%
+100
327
$2K ﹤0.01%
+212
328
$2K ﹤0.01%
+1,505
329
$2K ﹤0.01%
+96
330
$2K ﹤0.01%
+100
331
$1K ﹤0.01%
+12
332
$1K ﹤0.01%
+4
333
$1K ﹤0.01%
+132
334
$1K ﹤0.01%
+40
335
$1K ﹤0.01%
+10
336
$1K ﹤0.01%
+59
337
$1K ﹤0.01%
+74
338
$1K ﹤0.01%
+100
339
$1K ﹤0.01%
+18
340
$1K ﹤0.01%
+230
341
$1K ﹤0.01%
+10
342
$1K ﹤0.01%
+7
343
$1K ﹤0.01%
+54
344
$1K ﹤0.01%
+96
345
$1K ﹤0.01%
+69
346
$1K ﹤0.01%
+29
347
$1K ﹤0.01%
+266
348
$1K ﹤0.01%
+6
349
$1K ﹤0.01%
+66
350
$1K ﹤0.01%
+20
11 12 13
14
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