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
176
$36K 0.01%
+392
177
$36K 0.01%
+201
178
$35K ﹤0.01%
+703
179
$35K ﹤0.01%
+405
180
$33K ﹤0.01%
+425
181
$33K ﹤0.01%
+2,000
182
$33K ﹤0.01%
+205
183
$31K ﹤0.01%
+908
184
$30K ﹤0.01%
+160
185
$30K ﹤0.01%
+829
186
$29K ﹤0.01%
+984
187
$29K ﹤0.01%
+310
188
$29K ﹤0.01%
+750
189
$29K ﹤0.01%
+863
190
$28K ﹤0.01%
+101
191
$28K ﹤0.01%
+211
192
$27K ﹤0.01%
+550
193
$27K ﹤0.01%
+247
194
$26K ﹤0.01%
+58
195
$26K ﹤0.01%
+752
196
$25K ﹤0.01%
+400
197
$24K ﹤0.01%
+192
198
$24K ﹤0.01%
+652
199
$24K ﹤0.01%
+514
200
$22K ﹤0.01%
+254
6 7
8
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