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
$838M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.35M
3
+$2.55M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.48M

Top Sells

1
+$3.18M
2
+$2.9M
3
+$2.75M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.75M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$948K

Sector Composition

1 Consumer Discretionary 2.05%
2 Technology 0.71%
3 Consumer Staples 0.27%
4 Industrials 0.1%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-200
377
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-16
378
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-310
379
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-105
380
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-419
381
– –
-2,511
382
– –
-40
383
– –
-100
12 13 14 15
16