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
$755M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.25M
3
+$996K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$962K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$874K

Top Sells

1
+$3.55M
2
+$1.4M
3
+$568K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$559K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$541K

Sector Composition

1 Consumer Discretionary 2%
2 Technology 0.66%
3 Consumer Staples 0.25%
4 Industrials 0.23%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
200
277
$3K ﹤0.01%
50
278
$3K ﹤0.01%
15
279
$3K ﹤0.01%
+100
280
$3K ﹤0.01%
+91
281
$3K ﹤0.01%
205
282
$3K ﹤0.01%
100
283
$3K ﹤0.01%
100
284
$3K ﹤0.01%
+45
285
$3K ﹤0.01%
40
286
$3K ﹤0.01%
34
287
$3K ﹤0.01%
+68
288
$2K ﹤0.01%
40
289
$2K ﹤0.01%
10
290
$2K ﹤0.01%
10
291
$2K ﹤0.01%
25
292
$2K ﹤0.01%
74
293
$2K ﹤0.01%
15
294
$2K ﹤0.01%
230
295
$2K ﹤0.01%
38
296
$2K ﹤0.01%
120
-6
297
$2K ﹤0.01%
50
298
$2K ﹤0.01%
96
299
$1K ﹤0.01%
12
300
$1K ﹤0.01%
10
-10
10 11
12
13 14