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
$938M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.25M
3
+$4.02M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.86M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.65M

Top Sells

1
+$10.4M
2
+$2.73M
3
+$2.29M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.41M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.38M

Sector Composition

1 Consumer Discretionary 2.21%
2 Technology 0.94%
3 Consumer Staples 0.31%
4 Healthcare 0.23%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.6K ﹤0.01%
419
+16
227
$25.4K ﹤0.01%
65
228
$25.4K ﹤0.01%
340
229
$24.5K ﹤0.01%
349
230
$24.4K ﹤0.01%
66
+25
231
$24K ﹤0.01%
493
232
$23.5K ﹤0.01%
954
233
$23.2K ﹤0.01%
269
-256
234
$22.9K ﹤0.01%
251
+1
235
$22.2K ﹤0.01%
271
+1
236
$22.1K ﹤0.01%
132
237
$22.1K ﹤0.01%
525
+125
238
$22K ﹤0.01%
482
+2
239
$21.8K ﹤0.01%
500
240
$21.6K ﹤0.01%
373
-68
241
$21.3K ﹤0.01%
+1,404
242
$20.3K ﹤0.01%
103
243
$20.2K ﹤0.01%
210
+146
244
$19.9K ﹤0.01%
188
+1
245
$19.7K ﹤0.01%
1,048
246
$19.2K ﹤0.01%
1,860
247
$18.5K ﹤0.01%
+376
248
$18.3K ﹤0.01%
210
+1
249
$18K ﹤0.01%
100
250
$17.6K ﹤0.01%
390
+67
8 9
10
11 12