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
$876M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.23M
3
+$2.64M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.76M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.39M

Top Sells

1
+$2.72M
2
+$2.56M
3
+$2.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.14M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.79M

Sector Composition

1 Consumer Discretionary 1.97%
2 Technology 0.96%
3 Healthcare 0.31%
4 Consumer Staples 0.26%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27.7K ﹤0.01%
752
227
$26.6K ﹤0.01%
240
228
$26.5K ﹤0.01%
702
-1,661
229
$26.2K ﹤0.01%
+530
230
$25.5K ﹤0.01%
720
231
$25.3K ﹤0.01%
349
232
$24.9K ﹤0.01%
+441
233
$24K ﹤0.01%
250
+28
234
$23.9K ﹤0.01%
390
235
$23.7K ﹤0.01%
403
-6,362
236
$23.5K ﹤0.01%
340
237
$22.5K ﹤0.01%
954
+2
238
$22.3K ﹤0.01%
+251
239
$22.2K ﹤0.01%
659
+4
240
$22.1K ﹤0.01%
480
+4
241
$22.1K ﹤0.01%
270
+4
242
$21.4K ﹤0.01%
206
243
$21K ﹤0.01%
132
+1
244
$20.4K ﹤0.01%
+500
245
$19.8K ﹤0.01%
1,048
246
$19K ﹤0.01%
1,860
247
$19K ﹤0.01%
1,873
+37
248
$17.8K ﹤0.01%
187
249
$17.7K ﹤0.01%
103
250
$16K ﹤0.01%
545
8 9
10
11 12