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
126
$86K 0.01%
+2,256
127
$83K 0.01%
+1,617
128
$83K 0.01%
+5,422
129
$82K 0.01%
12,789
+66
130
$79K 0.01%
+1,410
131
$77K 0.01%
+478
132
$74K 0.01%
+1,680
133
$72K 0.01%
+417
134
$72K 0.01%
+2,500
135
$71K 0.01%
+1,849
136
$70K 0.01%
+542
137
$69K 0.01%
+720
138
$67K 0.01%
+242
139
$65K 0.01%
+397
140
$65K 0.01%
+2,946
141
$65K 0.01%
+2,460
142
$65K 0.01%
+1,916
143
$62K 0.01%
+454
144
$61K 0.01%
+1,324
145
$60K 0.01%
+827
146
$60K 0.01%
+1,660
147
$60K 0.01%
505
148
$59K 0.01%
+2,796
149
$59K 0.01%
+147
150
$58K 0.01%
+1,460
4 5
6
7 8