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
101
$140K 0.02%
1,358
+90
102
$139K 0.02%
277
+1
103
$139K 0.02%
1,625
+98
104
$136K 0.02%
7,305
+55
105
$135K 0.02%
1,015
+57
106
$134K 0.02%
2,303
107
$133K 0.02%
946
108
$132K 0.01%
3,974
-558
109
$130K 0.01%
1,822
110
$127K 0.01%
2,511
+3
111
$124K 0.01%
1,333
+4
112
$123K 0.01%
2,875
113
$122K 0.01%
9,651
+1,600
114
$120K 0.01%
2,313
+319
115
$119K 0.01%
2,020
-171
116
$117K 0.01%
1,910
-239
117
$115K 0.01%
1,073
+8
118
$115K 0.01%
1,492
119
$112K 0.01%
12,616
+49
120
$110K 0.01%
1,865
+1
121
$110K 0.01%
743
+12
122
$104K 0.01%
720
123
$102K 0.01%
1,310
+4
124
$100K 0.01%
+3,984
125
$99K 0.01%
238
3 4
5
6 7