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
51
$587K 0.08%
11,701
+841
52
$552K 0.07%
5,039
-1,597
53
$542K 0.07%
10,931
-3,555
54
$500K 0.07%
8,109
+1,133
55
$458K 0.06%
5,259
56
$455K 0.06%
14,122
+54
57
$449K 0.06%
2,784
58
$449K 0.06%
5,894
-215
59
$449K 0.06%
4,922
+37
60
$444K 0.06%
9,501
-2,038
61
$434K 0.06%
6,821
+241
62
$408K 0.05%
10,535
+1,336
63
$372K 0.05%
972
+4
64
$364K 0.05%
3,752
-1,263
65
$361K 0.05%
8,751
66
$347K 0.05%
8,893
-6,337
67
$345K 0.05%
9,966
68
$326K 0.04%
3,896
+7
69
$318K 0.04%
10,422
-9,783
70
$306K 0.04%
2,756
+12
71
$291K 0.04%
+8,880
72
$282K 0.04%
3,415
+47
73
$277K 0.04%
1,314
-2,438
74
$256K 0.03%
11,336
+4,067
75
$254K 0.03%
5,169
+4,286
1 2
3
4 5