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
326
$5.06K ﹤0.01%
291
+4
327
$4.95K ﹤0.01%
16
328
$4.88K ﹤0.01%
17
329
$4.87K ﹤0.01%
50
330
$4.75K ﹤0.01%
233
-87
331
$4.73K ﹤0.01%
107
332
$4.72K ﹤0.01%
244
333
$4.61K ﹤0.01%
+34
334
$4.43K ﹤0.01%
115
+2
335
$4.37K ﹤0.01%
352
336
$4.33K ﹤0.01%
+165
337
$4.19K ﹤0.01%
101
338
$4.13K ﹤0.01%
+181
339
$4.04K ﹤0.01%
80
340
$3.91K ﹤0.01%
81
341
$3.74K ﹤0.01%
273
342
$3.73K ﹤0.01%
100
343
$3.69K ﹤0.01%
20
344
$3.68K ﹤0.01%
100
345
$3.56K ﹤0.01%
205
346
$3.23K ﹤0.01%
30
-4
347
$3.16K ﹤0.01%
68
-230
348
$2.95K ﹤0.01%
15
349
$2.9K ﹤0.01%
80
350
$2.88K ﹤0.01%
40
-94
12 13
14
15 16