TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$21.4M
3
+$15.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.71M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.59M

Top Sells

1
+$15.2M
2
+$2.34M
3
+$1.38M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.2M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.04M

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 0.42%
3 Consumer Staples 0.38%
4 Materials 0.35%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-3,985
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228
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25
229
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0
230
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0
231
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-18,315
232
$0 ﹤0.01%
+200
233
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10
234
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235
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236
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$0 ﹤0.01%
15
238
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-1,773
239
$0 ﹤0.01%
+2
6 7 8 9
10