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 Buys

1
+$8.83M
2
+$6.09M
3
+$5.58M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.15M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.5M

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
151
$63.1K 0.01%
542
152
$62.5K 0.01%
623
153
$62.2K 0.01%
1,324
154
$60.4K 0.01%
3,270
+14
155
$60.4K 0.01%
342
+51
156
$57.2K 0.01%
+2,490
157
$57.1K 0.01%
129
-18
158
$57K 0.01%
1,043
+1
159
$56.3K 0.01%
+450
160
$53.6K 0.01%
309
161
$52.7K 0.01%
2,104
+16
162
$52.4K 0.01%
898
+3
163
$51.8K 0.01%
1,035
-1,492
164
$51.2K 0.01%
2,097
+16
165
$48.9K 0.01%
1,852
+7
166
$46.8K 0.01%
2,130
+15
167
$45.7K 0.01%
1,306
+10
168
$45.6K 0.01%
84
169
$45.1K 0.01%
685
+3
170
$44.3K 0.01%
911
+3
171
$44.1K 0.01%
500
172
$43.9K 0.01%
280
+75
173
$42.2K 0.01%
+1,811
174
$42.1K 0.01%
+1,852
175
$42K 0.01%
+1,890
5 6
7
8 9