TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
+0.13%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$984M
AUM Growth
-$14.5M
(-1.5%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
59.02%
Holding
605
New
149
Increased
177
Reduced
81
Closed
21
Top Buys
| 1 |
JPMorgan Limited Duration Bond ETF
JPLD
|
$3.32M |
| 2 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
$3.24M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.93M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
$2.17M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$2.14M |
Top Sells
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% |
