TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
-1.49%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$987M
AUM Growth
+$3.14M
(+0.32%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
56.71%
Holding
721
New
135
Increased
200
Reduced
61
Closed
25
Top Buys
| 1 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$4.7M |
| 2 |
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
|
+$4.18M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$2.11M |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$2.03M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.89M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.5% |
| 2 | Technology | 0.99% |
| 3 | Consumer Staples | 0.47% |
| 4 | Financials | 0.2% |
| 5 | Industrials | 0.19% |
