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
326
$4.96K ﹤0.01%
244
327
$4.82K ﹤0.01%
600
328
$4.75K ﹤0.01%
81
329
$4.72K ﹤0.01%
100
330
$4.71K ﹤0.01%
118
+1
331
$4.7K ﹤0.01%
100
332
$4.7K ﹤0.01%
80
333
$4.68K ﹤0.01%
352
334
$4.55K ﹤0.01%
10
-5
335
$4.51K ﹤0.01%
6
336
$4.46K ﹤0.01%
273
337
$4.46K ﹤0.01%
+61
338
$4.44K ﹤0.01%
30
339
$4.41K ﹤0.01%
234
+3
340
$4.31K ﹤0.01%
59
341
$4.28K ﹤0.01%
101
342
$4.27K ﹤0.01%
89
343
$4.16K ﹤0.01%
+26
344
$4.11K ﹤0.01%
20
345
$3.99K ﹤0.01%
38
346
$3.94K ﹤0.01%
14
347
$3.9K ﹤0.01%
40
348
$3.82K ﹤0.01%
15
349
$3.79K ﹤0.01%
+60
350
$3.73K ﹤0.01%
200
-5
12 13
14
15 16