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
51
$636K 0.07%
5,203
52
$568K 0.06%
13,047
+25
53
$554K 0.06%
5,059
+23
54
$491K 0.06%
1,395
55
$476K 0.05%
4,158
+262
56
$473K 0.05%
10,066
-458
57
$469K 0.05%
778
-32
58
$462K 0.05%
973
-97
59
$452K 0.05%
8,562
+187
60
$425K 0.05%
3,850
+21
61
$415K 0.05%
10,524
+240
62
$395K 0.04%
7,186
+33
63
$385K 0.04%
11,272
+11,242
64
$377K 0.04%
+4,648
65
$375K 0.04%
2,156
-73
66
$350K 0.04%
5,710
+26
67
$338K 0.04%
6,013
+24
68
$330K 0.04%
4,416
+311
69
$330K 0.04%
9,823
+3,360
70
$326K 0.04%
7,196
+181
71
$306K 0.03%
1,682
+4
72
$301K 0.03%
5,930
+2,957
73
$292K 0.03%
6,221
+177
74
$285K 0.03%
2,795
75
$271K 0.03%
3,559
+737
1 2
3
4 5