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
251
$15.9K ﹤0.01%
103
252
$14.5K ﹤0.01%
542
253
$14.4K ﹤0.01%
+209
254
$14.3K ﹤0.01%
1,018
255
$14K ﹤0.01%
1,288
-362
256
$13.9K ﹤0.01%
331
-51
257
$13.7K ﹤0.01%
504
258
$13.6K ﹤0.01%
+210
259
$13.4K ﹤0.01%
142
260
$13.3K ﹤0.01%
400
261
$13.2K ﹤0.01%
+181
262
$13.1K ﹤0.01%
+332
263
$13.1K ﹤0.01%
617
264
$13.1K ﹤0.01%
+317
265
$13.1K ﹤0.01%
+323
266
$12.9K ﹤0.01%
+178
267
$12.8K ﹤0.01%
+351
268
$12.6K ﹤0.01%
417
269
$12.5K ﹤0.01%
968
+3
270
$12.4K ﹤0.01%
45
+8
271
$12.1K ﹤0.01%
491
+1
272
$11.5K ﹤0.01%
224
273
$11.4K ﹤0.01%
140
274
$11.3K ﹤0.01%
41
275
$11.1K ﹤0.01%
247
9 10
11
12 13