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
351
$2.87K ﹤0.01%
38
352
$2.48K ﹤0.01%
219
353
$2.46K ﹤0.01%
15
354
$2.42K ﹤0.01%
39
+14
355
$2.39K ﹤0.01%
+6
356
$2.39K ﹤0.01%
12
357
$2.37K ﹤0.01%
11
358
$2.37K ﹤0.01%
+9
359
$2.35K ﹤0.01%
30
360
$2.31K ﹤0.01%
8
361
$2.3K ﹤0.01%
40
362
$2.3K ﹤0.01%
40
363
$2.15K ﹤0.01%
+9
364
$1.92K ﹤0.01%
33
-21
365
$1.82K ﹤0.01%
15
366
$1.79K ﹤0.01%
20
367
$1.74K ﹤0.01%
+16
368
$1.69K ﹤0.01%
74
369
$1.46K ﹤0.01%
10
370
$1.43K ﹤0.01%
10
371
$1.42K ﹤0.01%
+6
372
$1.39K ﹤0.01%
7
373
$1.33K ﹤0.01%
10
374
$1.31K ﹤0.01%
96
375
$1.26K ﹤0.01%
266
13 14
15
16 17