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
$984M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$2.93M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.17M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M

Top Sells

1
+$3.56M
2
+$3.09M
3
+$2.4M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M

Sector Composition

1 Consumer Discretionary 2.19%
2 Technology 1.13%
3 Consumer Staples 0.43%
4 Industrials 0.2%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.38K ﹤0.01%
226
302
$8.16K ﹤0.01%
119
+2
303
$8.16K ﹤0.01%
589
304
$8.11K ﹤0.01%
+77
305
$8.11K ﹤0.01%
767
-848
306
$8.01K ﹤0.01%
154
307
$7.83K ﹤0.01%
15
+6
308
$7.74K ﹤0.01%
28
+5
309
$7.6K ﹤0.01%
37
+11
310
$7.5K ﹤0.01%
40
+14
311
$7.44K ﹤0.01%
200
312
$7.25K ﹤0.01%
+82
313
$7.13K ﹤0.01%
+162
314
$7.12K ﹤0.01%
210
315
$7.12K ﹤0.01%
90
+15
316
$6.95K ﹤0.01%
10
+6
317
$6.87K ﹤0.01%
13
+6
318
$6.8K ﹤0.01%
151
319
$6.8K ﹤0.01%
273
320
$6.74K ﹤0.01%
150
-1,113
321
$6.67K ﹤0.01%
+14
322
$6.65K ﹤0.01%
24
323
$6.62K ﹤0.01%
+130
324
$6.59K ﹤0.01%
201
325
$6.58K ﹤0.01%
7
+1
11 12
13
14 15