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
201
$27.7K ﹤0.01%
500
+10
202
$27.1K ﹤0.01%
655
+3
203
$27.1K ﹤0.01%
593
+54
204
$26.9K ﹤0.01%
310
205
$25.9K ﹤0.01%
400
206
$25.3K ﹤0.01%
240
-2,000
207
$25.2K ﹤0.01%
720
208
$23.9K ﹤0.01%
240
+1
209
$23.3K ﹤0.01%
349
210
$21.7K ﹤0.01%
305
-100
211
$21.2K ﹤0.01%
+262
212
$21K ﹤0.01%
525
+9
213
$19.9K ﹤0.01%
340
214
$19.3K ﹤0.01%
1,048
215
$17.8K ﹤0.01%
200
216
$17.6K ﹤0.01%
200
217
$17.6K ﹤0.01%
246
218
$16.4K ﹤0.01%
130
219
$16.4K ﹤0.01%
500
220
$16.2K ﹤0.01%
434
221
$15.9K ﹤0.01%
941
+11
222
$15.9K ﹤0.01%
493
223
$15.8K ﹤0.01%
1,713
+35
224
$15.6K ﹤0.01%
1,650
-24
225
$15.5K ﹤0.01%
209
+2