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
376
$1.2K ﹤0.01%
59
377
$1.19K ﹤0.01%
7
378
$1.18K ﹤0.01%
21
379
$1.13K ﹤0.01%
96
380
$1.12K ﹤0.01%
+10
381
$1.11K ﹤0.01%
266
382
$1.07K ﹤0.01%
20
383
$968 ﹤0.01%
230
384
$926 ﹤0.01%
12
385
$831 ﹤0.01%
66
386
$793 ﹤0.01%
30
387
$778 ﹤0.01%
98
388
$597 ﹤0.01%
8
389
$563 ﹤0.01%
13
390
$560 ﹤0.01%
20
391
$538 ﹤0.01%
29
392
$497 ﹤0.01%
5
393
$491 ﹤0.01%
+4
394
$475 ﹤0.01%
5
395
$473 ﹤0.01%
17
396
$380 ﹤0.01%
10
397
$366 ﹤0.01%
37
398
$337 ﹤0.01%
21
399
$292 ﹤0.01%
7
400
$273 ﹤0.01%
192
14 15
16
17 18