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
351
$1.4K ﹤0.01%
10
352
$1.35K ﹤0.01%
55
-2,124
353
$1.34K ﹤0.01%
7
354
$1.26K ﹤0.01%
96
355
$1.2K ﹤0.01%
66
356
$1.09K ﹤0.01%
59
357
$1.06K ﹤0.01%
69
358
$969 ﹤0.01%
20
359
$895 ﹤0.01%
37
-2,423
360
$871 ﹤0.01%
25
361
$868 ﹤0.01%
12
362
$800 ﹤0.01%
100
363
$731 ﹤0.01%
29
364
$702 ﹤0.01%
230
365
$638 ﹤0.01%
17
366
$562 ﹤0.01%
18
367
$549 ﹤0.01%
8
368
$523 ﹤0.01%
20
369
$483 ﹤0.01%
5
370
$463 ﹤0.01%
132
371
$424 ﹤0.01%
109
+1
372
$421 ﹤0.01%
13
373
$401 ﹤0.01%
36
374
$379 ﹤0.01%
10
375
$341 ﹤0.01%
7
13 14
15
16 17