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
$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
351
$2K ﹤0.01%
+12
352
$2K ﹤0.01%
52
353
$2K ﹤0.01%
96
354
$2K ﹤0.01%
+69
355
$2K ﹤0.01%
+100
356
$2K ﹤0.01%
+200
357
$1K ﹤0.01%
12
358
$1K ﹤0.01%
4
359
$1K ﹤0.01%
132
360
$1K ﹤0.01%
8
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
– –
0
370
– –
-333
371
– –
-2,083
372
$0 ﹤0.01%
3
373
– –
-10
374
$0 ﹤0.01%
20
375
– –
-20
13 14
15
16 17