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
$938M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.25M
3
+$4.02M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.86M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.65M

Top Sells

1
+$10.4M
2
+$2.73M
3
+$2.29M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.41M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.38M

Sector Composition

1 Consumer Discretionary 2.21%
2 Technology 0.94%
3 Consumer Staples 0.31%
4 Healthcare 0.23%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.3K ﹤0.01%
115
+1
302
$8.21K ﹤0.01%
105
303
$7.84K ﹤0.01%
226
304
$7.81K ﹤0.01%
10
305
$7.8K ﹤0.01%
589
306
$7.15K ﹤0.01%
241
307
$7.13K ﹤0.01%
50
308
$7.11K ﹤0.01%
+25
309
$7.01K ﹤0.01%
42
+27
310
$6.78K ﹤0.01%
154
311
$6.7K ﹤0.01%
768
-155
312
$6.64K ﹤0.01%
210
313
$6.34K ﹤0.01%
200
314
$6.28K ﹤0.01%
+50
315
$5.99K ﹤0.01%
1,103
-69
316
$5.77K ﹤0.01%
+175
317
$5.64K ﹤0.01%
234
318
$5.61K ﹤0.01%
405
319
$5.51K ﹤0.01%
107
320
$5.51K ﹤0.01%
50
321
$5.43K ﹤0.01%
100
322
$5.36K ﹤0.01%
35
+25
323
$5.21K ﹤0.01%
181
324
$5.21K ﹤0.01%
219
+1
325
$5.17K ﹤0.01%
40
+25
11 12
13
14 15