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
351
$4.96K ﹤0.01%
35
352
$4.95K ﹤0.01%
10
353
$4.85K ﹤0.01%
123
+2
354
$4.83K ﹤0.01%
62
355
$4.83K ﹤0.01%
9
356
$4.8K ﹤0.01%
38
357
$4.75K ﹤0.01%
81
358
$4.7K ﹤0.01%
+19
359
$4.68K ﹤0.01%
9
+5
360
$4.63K ﹤0.01%
40
361
$4.62K ﹤0.01%
244
362
$4.56K ﹤0.01%
100
+74
363
$4.52K ﹤0.01%
20
364
$4.51K ﹤0.01%
80
365
$4.5K ﹤0.01%
9
366
$4.49K ﹤0.01%
21
367
$4.47K ﹤0.01%
100
368
$4.46K ﹤0.01%
101
369
$4.36K ﹤0.01%
+16
370
$4.26K ﹤0.01%
23
+9
371
$4.05K ﹤0.01%
+147
372
$3.96K ﹤0.01%
+28
373
$3.96K ﹤0.01%
80
374
$3.96K ﹤0.01%
51
+1
375
$3.89K ﹤0.01%
2
13 14
15
16 17