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
126
$98K 0.01%
838
127
$95K 0.01%
1,916
+1,032
128
$94K 0.01%
1,831
+500
129
$94K 0.01%
1,500
130
$94K 0.01%
1,290
131
$93K 0.01%
1,460
132
$89K 0.01%
417
+2
133
$88K 0.01%
7,369
+71
134
$88K 0.01%
395
-71
135
$87K 0.01%
505
+2
136
$86K 0.01%
800
137
$84K 0.01%
534
+3
138
$83K 0.01%
4,056
+8
139
$83K 0.01%
413
-28
140
$82K 0.01%
1,542
+318
141
$77K 0.01%
+3,017
142
$77K 0.01%
2,871
+21
143
$76K 0.01%
454
144
$74K 0.01%
286
145
$72K 0.01%
500
146
$71K 0.01%
615
-15
147
$70K 0.01%
502
-554
148
$66K 0.01%
220
+200
149
$66K 0.01%
383
+1
150
$65K 0.01%
1,324
4 5
6
7 8