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
$721M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$3.5M
3
+$3.04M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$2.05M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.66M

Top Sells

1
+$19.3M
2
+$2.32M
3
+$1.72M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.64M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.52M

Sector Composition

1 Consumer Discretionary 2.45%
2 Technology 0.67%
3 Consumer Staples 0.36%
4 Energy 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$132K 0.02%
+1,862
102
$131K 0.02%
+1,035
103
$131K 0.02%
+490
104
$130K 0.02%
+1,359
105
$129K 0.02%
+2,100
106
$126K 0.02%
+2,527
107
$126K 0.02%
+880
108
$126K 0.02%
+1,892
109
$125K 0.02%
+1,585
110
$123K 0.02%
+1,173
111
$120K 0.02%
+838
112
$120K 0.02%
+239
113
$116K 0.02%
+6,069
114
$115K 0.02%
+2,380
115
$112K 0.02%
+9,240
116
$108K 0.02%
+727
117
$102K 0.01%
+2,058
118
$102K 0.01%
+1,648
119
$98K 0.01%
+5,170
120
$97K 0.01%
+1,961
121
$94K 0.01%
+1,902
122
$91K 0.01%
+1,500
123
$91K 0.01%
+670
124
$89K 0.01%
+2,303
125
$89K 0.01%
+1,324
3 4
5
6 7