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
351
$2.8K ﹤0.01%
80
352
$2.77K ﹤0.01%
50
353
$2.76K ﹤0.01%
14
-13
354
$2.5K ﹤0.01%
38
355
$2.5K ﹤0.01%
15
-34
356
$2.41K ﹤0.01%
12
357
$2.33K ﹤0.01%
219
358
$2.32K ﹤0.01%
50
359
$2.31K ﹤0.01%
+11
360
$2.29K ﹤0.01%
100
361
$2.21K ﹤0.01%
40
362
$2.14K ﹤0.01%
15
363
$2.12K ﹤0.01%
40
364
$2.05K ﹤0.01%
54
365
$2.04K ﹤0.01%
+8
366
$1.88K ﹤0.01%
+30
367
$1.81K ﹤0.01%
15
368
$1.76K ﹤0.01%
300
369
$1.61K ﹤0.01%
20
370
$1.49K ﹤0.01%
10
371
$1.45K ﹤0.01%
25
372
$1.36K ﹤0.01%
132
373
$1.31K ﹤0.01%
10
374
$1.31K ﹤0.01%
74
375
$1.25K ﹤0.01%
100
13 14
15
16 17