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
326
$6.51K ﹤0.01%
108
+46
327
$6.42K ﹤0.01%
+155
328
$6.36K ﹤0.01%
15
329
$6.22K ﹤0.01%
+55
330
$6.14K ﹤0.01%
18
331
$6.12K ﹤0.01%
1,193
+32
332
$6.1K ﹤0.01%
+35
333
$6.01K ﹤0.01%
+178
334
$5.98K ﹤0.01%
600
335
$5.92K ﹤0.01%
16
+4
336
$5.87K ﹤0.01%
20
-6
337
$5.75K ﹤0.01%
182
338
$5.67K ﹤0.01%
9
339
$5.67K ﹤0.01%
108
+1
340
$5.64K ﹤0.01%
1,709
341
$5.48K ﹤0.01%
52
+1
342
$5.47K ﹤0.01%
200
343
$5.46K ﹤0.01%
+136
344
$5.38K ﹤0.01%
225
+2
345
$5.36K ﹤0.01%
237
+1
346
$5.25K ﹤0.01%
50
347
$5.21K ﹤0.01%
59
348
$5.18K ﹤0.01%
3
+1
349
$5.02K ﹤0.01%
+253
350
$5.01K ﹤0.01%
+71
12 13
14
15 16