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
251
$15.8K ﹤0.01%
209
252
$15.8K ﹤0.01%
897
-1,211
253
$15.5K ﹤0.01%
200
254
$15.5K ﹤0.01%
211
+1
255
$15.1K ﹤0.01%
181
256
$15.1K ﹤0.01%
351
257
$15K ﹤0.01%
400
258
$14.9K ﹤0.01%
179
+1
259
$14.8K ﹤0.01%
142
260
$14.7K ﹤0.01%
100
261
$14.7K ﹤0.01%
323
262
$14.6K ﹤0.01%
120
263
$14.4K ﹤0.01%
972
+4
264
$14.1K ﹤0.01%
1,018
265
$14K ﹤0.01%
617
266
$14K ﹤0.01%
247
267
$14K ﹤0.01%
491
268
$13.9K ﹤0.01%
+1,709
269
$13.6K ﹤0.01%
425
+8
270
$13.6K ﹤0.01%
46
+1
271
$13.4K ﹤0.01%
331
272
$13.2K ﹤0.01%
729
273
$13.1K ﹤0.01%
542
274
$13.1K ﹤0.01%
140
275
$12.3K ﹤0.01%
224
9 10
11
12 13