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
76
$251K 0.03%
11,618
+83
77
$245K 0.03%
3,160
78
$245K 0.03%
2,915
79
$234K 0.03%
4,658
+24
80
$230K 0.03%
4,610
81
$228K 0.03%
2,141
+9
82
$217K 0.03%
1,490
+9
83
$215K 0.03%
2,066
+66
84
$213K 0.03%
724
-54
85
$195K 0.03%
3,001
-2,622
86
$186K 0.02%
2,586
87
$184K 0.02%
4,648
88
$179K 0.02%
900
89
$178K 0.02%
7,424
-249
90
$170K 0.02%
2,005
+9
91
$167K 0.02%
1,242
+69
92
$165K 0.02%
1,088
+53
93
$160K 0.02%
1,177
+1
94
$159K 0.02%
1,310
95
$158K 0.02%
881
+43
96
$157K 0.02%
2,225
+3
97
$154K 0.02%
1,253
-142
98
$154K 0.02%
717
99
$153K 0.02%
3,359
+19
100
$152K 0.02%
3,145
+10
2 3
4
5 6