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
201
$22K ﹤0.01%
+490
202
$22K ﹤0.01%
+360
203
$22K ﹤0.01%
+539
204
$21K ﹤0.01%
+720
205
$20K ﹤0.01%
+239
206
$19K ﹤0.01%
+120
207
$19K ﹤0.01%
+1,048
208
$19K ﹤0.01%
+349
209
$19K ﹤0.01%
+1,674
210
$18K ﹤0.01%
+516
211
$18K ﹤0.01%
+930
212
$18K ﹤0.01%
+300
213
$17K ﹤0.01%
+207
214
$17K ﹤0.01%
+246
215
$16K ﹤0.01%
+200
216
$16K ﹤0.01%
+130
217
$15K ﹤0.01%
+1,678
218
$15K ﹤0.01%
+340
219
$14K ﹤0.01%
+500
220
$14K ﹤0.01%
+434
221
$14K ﹤0.01%
+493
222
$13K ﹤0.01%
+200
223
$13K ﹤0.01%
+676
224
$13K ﹤0.01%
+184
225
$12K ﹤0.01%
+289
7 8
9
10 11