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
$816M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.76M
3
+$2.73M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.14M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.82M

Top Sells

1
+$4.04M
2
+$3.14M
3
+$2.25M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.47M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.36M

Sector Composition

1 Consumer Discretionary 2.28%
2 Technology 0.91%
3 Consumer Staples 0.33%
4 Healthcare 0.32%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.3K ﹤0.01%
300
-10
227
$24.2K ﹤0.01%
349
228
$22.9K ﹤0.01%
213
229
$22.8K ﹤0.01%
390
-100
230
$22.8K ﹤0.01%
493
231
$21.6K ﹤0.01%
266
+2
232
$20.8K ﹤0.01%
476
+3
233
$20.3K ﹤0.01%
222
-21
234
$20K ﹤0.01%
340
235
$19.7K ﹤0.01%
952
+276
236
$19.5K ﹤0.01%
328
+269
237
$19.2K ﹤0.01%
131
238
$19.2K ﹤0.01%
1,048
239
$19.2K ﹤0.01%
+359
240
$18.8K ﹤0.01%
206
241
$18.6K ﹤0.01%
502
+2
242
$18.2K ﹤0.01%
+588
243
$18K ﹤0.01%
90
244
$17.9K ﹤0.01%
655
-150
245
$17.8K ﹤0.01%
1,836
+36
246
$17.3K ﹤0.01%
200
-70
247
$17.1K ﹤0.01%
545
248
$16.8K ﹤0.01%
747
+489
249
$16.5K ﹤0.01%
+1,860
250
$15.9K ﹤0.01%
187
+1
8 9
10
11 12