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
151
$64K 0.01%
1,279
+5
152
$59K 0.01%
439
-106
153
$58K 0.01%
610
154
$57K 0.01%
101
155
$54K 0.01%
857
+2
156
$53K 0.01%
667
+9
157
$53K 0.01%
2,055
+12
158
$53K 0.01%
2,065
+16
159
$52K 0.01%
3,176
+18
160
$52K 0.01%
100
+60
161
$52K 0.01%
1,039
-410
162
$52K 0.01%
2,078
+14
163
$51K 0.01%
699
+1
164
$51K 0.01%
2,079
+12
165
$48K 0.01%
310
166
$47K 0.01%
1,800
+870
167
$46K 0.01%
442
+381
168
$46K 0.01%
1,686
169
$46K 0.01%
780
170
$46K 0.01%
827
-10
171
$45K 0.01%
160
172
$43K ﹤0.01%
300
173
$43K ﹤0.01%
192
174
$43K ﹤0.01%
309
175
$43K ﹤0.01%
200
+1
5 6
7
8 9