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
151
$58K 0.01%
+623
152
$57K 0.01%
+513
153
$57K 0.01%
+4,068
154
$56K 0.01%
+3,256
155
$54K 0.01%
+542
156
$54K 0.01%
+504
157
$53K 0.01%
+2,098
158
$52K 0.01%
+2,088
159
$51K 0.01%
+378
160
$51K 0.01%
+616
161
$51K 0.01%
+895
162
$51K 0.01%
+2,081
163
$50K 0.01%
+2,179
164
$50K 0.01%
+800
165
$49K 0.01%
+1,042
166
$48K 0.01%
+500
167
$48K 0.01%
+1,845
168
$48K 0.01%
+291
169
$46K 0.01%
+309
170
$42K 0.01%
+883
171
$41K 0.01%
+2,115
172
$39K 0.01%
+84
173
$38K 0.01%
+1,296
174
$38K 0.01%
+682
175
$38K 0.01%
+2,875
5 6
7
8 9