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
301
$7.29K ﹤0.01%
44
302
$7.11K ﹤0.01%
105
303
$7.05K ﹤0.01%
200
304
$7.01K ﹤0.01%
226
305
$6.92K ﹤0.01%
241
306
$6.89K ﹤0.01%
23
307
$6.85K ﹤0.01%
50
308
$6.84K ﹤0.01%
15
309
$6.8K ﹤0.01%
200
310
$6.51K ﹤0.01%
210
311
$6.3K ﹤0.01%
+154
312
$6.22K ﹤0.01%
64
313
$6.07K ﹤0.01%
405
314
$6.04K ﹤0.01%
79
-36
315
$6K ﹤0.01%
15
316
$5.98K ﹤0.01%
1,172
+32
317
$5.85K ﹤0.01%
10
318
$5.66K ﹤0.01%
16
319
$5.63K ﹤0.01%
100
320
$5.39K ﹤0.01%
234
+1
321
$5.3K ﹤0.01%
17
322
$5.22K ﹤0.01%
107
323
$5.21K ﹤0.01%
600
-600
324
$5.2K ﹤0.01%
50
325
$5.13K ﹤0.01%
244
11 12
13
14 15