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 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
126
$95.3K 0.01%
1,328
+4
127
$92.7K 0.01%
1,412
+2
128
$89.9K 0.01%
2,282
+26
129
$86.4K 0.01%
1,686
+6
130
$84.3K 0.01%
+779
131
$83.9K 0.01%
12,855
+66
132
$83.9K 0.01%
266
+24
133
$83.7K 0.01%
482
+4
134
$81.1K 0.01%
423
+6
135
$80.6K 0.01%
670
136
$79.2K 0.01%
546
+4
137
$76.8K 0.01%
1,612
+152
138
$74.9K 0.01%
2,973
+27
139
$73.5K 0.01%
5,170
140
$72.4K 0.01%
827
141
$69.3K 0.01%
398
+1
142
$69.3K 0.01%
684
+68
143
$68.8K 0.01%
454
144
$65.7K 0.01%
407
+29
145
$65.7K 0.01%
2,810
+14
146
$64.8K 0.01%
1,666
+6
147
$64.8K 0.01%
515
+2
148
$64.6K 0.01%
504
149
$63.9K 0.01%
720
150
$63.4K 0.01%
2,518
-4,401