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
326
$5.06K ﹤0.01%
273
327
$4.89K ﹤0.01%
218
+2
328
$4.88K ﹤0.01%
101
329
$4.8K ﹤0.01%
181
330
$4.7K ﹤0.01%
117
+2
331
$4.59K ﹤0.01%
80
332
$4.47K ﹤0.01%
100
333
$4.37K ﹤0.01%
81
334
$4.29K ﹤0.01%
352
335
$4.26K ﹤0.01%
100
336
$4.19K ﹤0.01%
20
337
$4.14K ﹤0.01%
89
-243
338
$3.97K ﹤0.01%
+6
339
$3.87K ﹤0.01%
30
340
$3.83K ﹤0.01%
59
-269
341
$3.8K ﹤0.01%
205
342
$3.55K ﹤0.01%
15
343
$3.5K ﹤0.01%
14
344
$3.44K ﹤0.01%
69
+1
345
$3.37K ﹤0.01%
40
346
$3.33K ﹤0.01%
231
-60
347
$3.23K ﹤0.01%
50
348
$3.12K ﹤0.01%
80
349
$2.99K ﹤0.01%
+7
350
$2.96K ﹤0.01%
80
12 13
14
15 16