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
26
$6.99M 0.79%
82,651
+3,838
27
$5.3M 0.6%
105,049
+6,508
28
$4.53M 0.51%
88,342
+42,385
29
$4.23M 0.48%
9,684
+220
30
$3.75M 0.42%
21,089
-99
31
$2.9M 0.33%
54,441
+10,322
32
$2.83M 0.32%
28,095
+18,155
33
$2.78M 0.31%
55,069
-40,986
34
$2.68M 0.3%
48,260
-587
35
$2.65M 0.3%
55,505
-6,330
36
$2.33M 0.26%
6,926
37
$1.83M 0.21%
27,821
-684
38
$1.3M 0.15%
12,253
+330
39
$1.21M 0.14%
24,160
+967
40
$1.1M 0.12%
21,834
-495
41
$916K 0.1%
15,324
+3,522
42
$899K 0.1%
3,475
+6
43
$836K 0.09%
16,893
-90
44
$825K 0.09%
16,154
+178
45
$771K 0.09%
15,990
46
$725K 0.08%
12,111
+187
47
$724K 0.08%
4,430
+2,496
48
$722K 0.08%
7,592
+24
49
$681K 0.08%
2,784
50
$645K 0.07%
+5,891
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