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 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
176
$41.8K 0.01%
201
177
$41.3K 0.01%
2,972
-1,096
178
$40.7K 0.01%
396
+4
179
$40K 0.01%
+1,852
180
$39.8K 0.01%
+2,038
181
$38K 0.01%
705
+2
182
$37.3K ﹤0.01%
220
+100
183
$36.7K ﹤0.01%
2,028
+28
184
$36.2K ﹤0.01%
505
185
$35.4K ﹤0.01%
871
+8
186
$34K ﹤0.01%
101
187
$33K ﹤0.01%
989
+5
188
$32.4K ﹤0.01%
909
+80
189
$31.7K ﹤0.01%
2,875
190
$31.3K ﹤0.01%
550
191
$31.3K ﹤0.01%
752
192
$30.9K ﹤0.01%
360
193
$30.6K ﹤0.01%
750
194
$30.1K ﹤0.01%
213
+2
195
$29.9K ﹤0.01%
58
196
$29.9K ﹤0.01%
160
197
$28.7K ﹤0.01%
517
+3
198
$28.5K ﹤0.01%
248
+1
199
$27.8K ﹤0.01%
293
+39
200
$27.7K ﹤0.01%
1,396
-4,673