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
$755M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.25M
3
+$996K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$962K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$874K

Top Sells

1
+$3.55M
2
+$1.4M
3
+$568K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$559K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$541K

Sector Composition

1 Consumer Discretionary 2%
2 Technology 0.66%
3 Consumer Staples 0.25%
4 Industrials 0.23%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
120
227
$10K ﹤0.01%
174
228
$10K ﹤0.01%
401
+1
229
$9K ﹤0.01%
103
230
$9K ﹤0.01%
+300
231
$9K ﹤0.01%
210
-100
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$9K ﹤0.01%
336
233
$9K ﹤0.01%
200
234
$9K ﹤0.01%
40
235
$9K ﹤0.01%
300
236
$8K ﹤0.01%
190
237
$8K ﹤0.01%
300
+3
238
$7K ﹤0.01%
273
239
$7K ﹤0.01%
156
240
$7K ﹤0.01%
200
241
$7K ﹤0.01%
+107
242
$7K ﹤0.01%
404
243
$6K ﹤0.01%
15
244
$6K ﹤0.01%
1,040
245
$6K ﹤0.01%
23
246
$6K ﹤0.01%
+100
247
$6K ﹤0.01%
40
248
$6K ﹤0.01%
+61
249
$6K ﹤0.01%
27
250
$6K ﹤0.01%
207
8 9
10
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