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
76
$270K 0.03%
9,180
+610
77
$263K 0.03%
1,580
78
$260K 0.03%
2,010
+7
79
$259K 0.03%
4,810
80
$246K 0.03%
932
+12
81
$241K 0.03%
3,975
+131
82
$238K 0.03%
3,027
+3
83
$233K 0.03%
900
84
$225K 0.03%
670
85
$222K 0.03%
5,008
+2,322
86
$219K 0.02%
717
87
$214K 0.02%
2,790
+4
88
$213K 0.02%
1,974
+6
89
$197K 0.02%
+3,105
90
$190K 0.02%
478
+1
91
$189K 0.02%
1,191
-79
92
$178K 0.02%
2,848
93
$172K 0.02%
505
94
$167K 0.02%
2,950
+5
95
$163K 0.02%
1,746
96
$161K 0.02%
+3,289
97
$161K 0.02%
985
98
$157K 0.02%
876
-25
99
$155K 0.02%
1,902
100
$155K 0.02%
672
2 3
4
5 6