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
276
$11K ﹤0.01%
+526
277
$10.9K ﹤0.01%
120
278
$10.9K ﹤0.01%
405
+1
279
$10.8K ﹤0.01%
1,200
280
$10.8K ﹤0.01%
723
281
$10.6K ﹤0.01%
729
282
$10.6K ﹤0.01%
28
283
$10.3K ﹤0.01%
100
284
$9.93K ﹤0.01%
38
285
$9.85K ﹤0.01%
35
286
$9.6K ﹤0.01%
201
287
$9.33K ﹤0.01%
104
288
$9.16K ﹤0.01%
412
-22
289
$8.94K ﹤0.01%
589
290
$8.72K ﹤0.01%
207
291
$8.31K ﹤0.01%
+91
292
$8.14K ﹤0.01%
40
293
$7.97K ﹤0.01%
155
+2
294
$7.92K ﹤0.01%
115
295
$7.91K ﹤0.01%
205
-45
296
$7.84K ﹤0.01%
145
297
$7.62K ﹤0.01%
72
-42
298
$7.53K ﹤0.01%
112
+1
299
$7.33K ﹤0.01%
+68
300
$7.16K ﹤0.01%
+299
10 11
12
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