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
301
$7.16K ﹤0.01%
129
+1
302
$7.12K ﹤0.01%
31
303
$7.01K ﹤0.01%
20
304
$6.98K ﹤0.01%
+208
305
$6.85K ﹤0.01%
226
306
$6.64K ﹤0.01%
405
307
$6.63K ﹤0.01%
147
-760
308
$6.62K ﹤0.01%
241
309
$6.58K ﹤0.01%
23
310
$6.38K ﹤0.01%
200
311
$6.38K ﹤0.01%
50
312
$6.36K ﹤0.01%
105
313
$6.29K ﹤0.01%
44
314
$6.18K ﹤0.01%
100
315
$6.17K ﹤0.01%
15
316
$5.89K ﹤0.01%
200
317
$5.83K ﹤0.01%
+64
318
$5.76K ﹤0.01%
424
+3
319
$5.66K ﹤0.01%
15
320
$5.65K ﹤0.01%
210
321
$5.6K ﹤0.01%
17
322
$5.38K ﹤0.01%
10
323
$5.25K ﹤0.01%
1,140
+33
324
$5.18K ﹤0.01%
216
+2
325
$5.17K ﹤0.01%
100
11 12
13
14 15