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
26
$7.07M 0.92%
34,672
+100
27
$6.38M 0.84%
75,189
-2,580
28
$6.29M 0.82%
47,341
+2,685
29
$6.26M 0.82%
59,358
-11,808
30
$5.83M 0.76%
16,580
-255
31
$5.77M 0.76%
117,082
-10,295
32
$4.55M 0.59%
75,307
+35,639
33
$3.95M 0.52%
79,880
-21,807
34
$3.03M 0.4%
60,675
+2,769
35
$3.03M 0.4%
65,309
+4,772
36
$2.61M 0.34%
20,085
+107
37
$2.5M 0.33%
55,505
38
$2.45M 0.32%
27,024
+8,713
39
$2.36M 0.31%
45,851
+29,243
40
$1.94M 0.25%
44,098
-1,706
41
$1.72M 0.22%
7,165
+84
42
$1.37M 0.18%
31,200
-1,848
43
$972K 0.13%
22,131
-8,068
44
$927K 0.12%
8,406
+67
45
$826K 0.11%
17,478
+162
46
$797K 0.1%
4,411
47
$655K 0.09%
15,612
+129
48
$609K 0.08%
6,432
+627
49
$608K 0.08%
12,844
+1,069
50
$606K 0.08%
3,497
+15
1
2
3 4 5