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
376
$1.26K ﹤0.01%
132
377
$1.25K ﹤0.01%
+30
378
$1.24K ﹤0.01%
100
379
$1.21K ﹤0.01%
+63
380
$1.16K ﹤0.01%
59
381
$995 ﹤0.01%
12
382
$995 ﹤0.01%
20
383
$962 ﹤0.01%
66
384
$927 ﹤0.01%
+33
385
$897 ﹤0.01%
230
386
$888 ﹤0.01%
21
387
$877 ﹤0.01%
31
+1
388
$868 ﹤0.01%
+65
389
$779 ﹤0.01%
55
-3,482
390
$773 ﹤0.01%
12
-88
391
$640 ﹤0.01%
17
392
$619 ﹤0.01%
4
393
$615 ﹤0.01%
8
394
$607 ﹤0.01%
+8
395
$562 ﹤0.01%
29
396
$555 ﹤0.01%
20
397
$544 ﹤0.01%
13
398
$533 ﹤0.01%
5
399
$432 ﹤0.01%
5
400
$406 ﹤0.01%
37
14 15
16
17 18