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
176
$39K ﹤0.01%
900
+5
177
$39K ﹤0.01%
244
+1
178
$38K ﹤0.01%
202
-3
179
$38K ﹤0.01%
201
180
$37K ﹤0.01%
800
+3
181
$37K ﹤0.01%
1,210
+952
182
$35K ﹤0.01%
969
+3
183
$35K ﹤0.01%
207
+1
184
$35K ﹤0.01%
542
185
$34K ﹤0.01%
500
+5
186
$34K ﹤0.01%
205
187
$33K ﹤0.01%
419
+7
188
$33K ﹤0.01%
554
189
$33K ﹤0.01%
84
190
$32K ﹤0.01%
480
191
$31K ﹤0.01%
493
192
$30K ﹤0.01%
838
+800
193
$30K ﹤0.01%
1,918
+717
194
$30K ﹤0.01%
+644
195
$29K ﹤0.01%
425
196
$29K ﹤0.01%
435
197
$28K ﹤0.01%
752
198
$28K ﹤0.01%
550
199
$27K ﹤0.01%
58
200
$27K ﹤0.01%
235
+1
6 7
8
9 10