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
351
$3.59K ﹤0.01%
+2
352
$3.51K ﹤0.01%
69
353
$3.43K ﹤0.01%
80
354
$3.38K ﹤0.01%
7
355
$3.36K ﹤0.01%
80
356
$3.34K ﹤0.01%
+25
357
$3.28K ﹤0.01%
+111
358
$3.1K ﹤0.01%
13
+1
359
$3.07K ﹤0.01%
+12
360
$3.07K ﹤0.01%
13
+4
361
$3.04K ﹤0.01%
+2
362
$3.04K ﹤0.01%
+30
363
$3.04K ﹤0.01%
50
364
$2.9K ﹤0.01%
+22
365
$2.71K ﹤0.01%
9
366
$2.46K ﹤0.01%
+4
367
$2.43K ﹤0.01%
6
368
$2.4K ﹤0.01%
219
369
$2.38K ﹤0.01%
+5
370
$2.38K ﹤0.01%
24
+4
371
$2.37K ﹤0.01%
40
372
$2.35K ﹤0.01%
+16
373
$2.33K ﹤0.01%
40
374
$2.33K ﹤0.01%
+4
375
$2.26K ﹤0.01%
+30
13 14
15
16 17