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
276
$12.2K ﹤0.01%
41
277
$11.8K ﹤0.01%
533
+7
278
$11.7K ﹤0.01%
28
279
$11.3K ﹤0.01%
413
+8
280
$11.2K ﹤0.01%
38
281
$10.8K ﹤0.01%
41
+10
282
$10.8K ﹤0.01%
412
283
$10.5K ﹤0.01%
923
-365
284
$9.89K ﹤0.01%
744
+21
285
$9.82K ﹤0.01%
40
286
$9.69K ﹤0.01%
104
287
$9.58K ﹤0.01%
35
288
$9.33K ﹤0.01%
205
289
$9.12K ﹤0.01%
201
290
$9.04K ﹤0.01%
100
-200
291
$9.03K ﹤0.01%
+150
292
$8.94K ﹤0.01%
589
293
$8.83K ﹤0.01%
158
+3
294
$8.75K ﹤0.01%
145
295
$8.5K ﹤0.01%
114
+2
296
$8.22K ﹤0.01%
53
-340
297
$8.17K ﹤0.01%
70
+2
298
$8.13K ﹤0.01%
202
-300
299
$7.85K ﹤0.01%
131
+2
300
$7.49K ﹤0.01%
207
10 11
12
13 14