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
326
$2.77K ﹤0.01%
80
327
$2.65K ﹤0.01%
20
328
$2.56K ﹤0.01%
216
+4
329
$2.35K ﹤0.01%
1,505
330
$2.33K ﹤0.01%
364
331
$2.28K ﹤0.01%
200
332
$2.23K ﹤0.01%
97
+1
333
$2.23K ﹤0.01%
12
334
$2.2K ﹤0.01%
273
335
$2.1K ﹤0.01%
25
336
$2.08K ﹤0.01%
50
337
$2.07K ﹤0.01%
15
338
$2.04K ﹤0.01%
15
339
$1.91K ﹤0.01%
100
340
$1.85K ﹤0.01%
38
341
$1.83K ﹤0.01%
+5
342
$1.82K ﹤0.01%
5
343
$1.79K ﹤0.01%
266
344
$1.78K ﹤0.01%
10
345
$1.65K ﹤0.01%
40
346
$1.63K ﹤0.01%
54
347
$1.59K ﹤0.01%
74
348
$1.57K ﹤0.01%
20
349
$1.5K ﹤0.01%
10
350
$1.44K ﹤0.01%
21
12 13
14
15 16