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
201
$27K ﹤0.01%
300
202
$26K ﹤0.01%
+200
203
$26K ﹤0.01%
360
204
$26K ﹤0.01%
473
205
$25K ﹤0.01%
100
+30
206
$25K ﹤0.01%
531
+147
207
$25K ﹤0.01%
+905
208
$25K ﹤0.01%
105
+1
209
$24K ﹤0.01%
419
+200
210
$24K ﹤0.01%
256
211
$24K ﹤0.01%
550
212
$24K ﹤0.01%
200
213
$23K ﹤0.01%
75
214
$23K ﹤0.01%
129
215
$23K ﹤0.01%
434
216
$22K ﹤0.01%
252
217
$22K ﹤0.01%
200
218
$22K ﹤0.01%
467
+6
219
$21K ﹤0.01%
151
220
$21K ﹤0.01%
120
221
$21K ﹤0.01%
+120
222
$21K ﹤0.01%
579
-68
223
$20K ﹤0.01%
500
-10
224
$20K ﹤0.01%
227
+1
225
$19K ﹤0.01%
1,586
+25
7 8
9
10 11