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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
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
+$9.73M
2
+$5.64M
3
+$3.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.64M
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.17M

Top Sells

1
+$2.07M
2
+$1.87M
3
+$1.14M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$968K
5
VUG icon
Vanguard Growth ETF
VUG
+$956K

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
351
$2K ﹤0.01%
100
352
$2K ﹤0.01%
20
353
$2K ﹤0.01%
+12
354
$2K ﹤0.01%
52
355
$2K ﹤0.01%
96
356
$2K ﹤0.01%
+69
357
$1K ﹤0.01%
132
358
$1K ﹤0.01%
19
359
$1K ﹤0.01%
12
360
$1K ﹤0.01%
4
361
$1K ﹤0.01%
+105
362
$1K ﹤0.01%
+18
363
$1K ﹤0.01%
230
364
$1K ﹤0.01%
20
365
$1K ﹤0.01%
25
366
$1K ﹤0.01%
78
-48
367
$1K ﹤0.01%
41
368
$1K ﹤0.01%
29
369
– –
-1,600
370
$0 ﹤0.01%
10
371
– –
-49
372
– –
-12,334
373
– –
-133
374
$0 ﹤0.01%
20
375
– –
-20
13 14
15
16 17