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
376
$2.12K ﹤0.01%
8
-30
377
$2.08K ﹤0.01%
33
378
$2.01K ﹤0.01%
+11
379
$1.91K ﹤0.01%
8
+1
380
$1.7K ﹤0.01%
+4
381
$1.67K ﹤0.01%
132
382
$1.66K ﹤0.01%
74
383
$1.63K ﹤0.01%
6
384
$1.6K ﹤0.01%
266
385
$1.57K ﹤0.01%
+7
386
$1.52K ﹤0.01%
+19
387
$1.51K ﹤0.01%
16
388
$1.49K ﹤0.01%
25
-14
389
$1.49K ﹤0.01%
10
390
$1.44K ﹤0.01%
96
391
$1.39K ﹤0.01%
4
-12
392
$1.37K ﹤0.01%
+71
393
$1.31K ﹤0.01%
+3
394
$1.29K ﹤0.01%
+9
395
$1.29K ﹤0.01%
15
+3
396
$1.26K ﹤0.01%
+5
397
$1.24K ﹤0.01%
100
398
$1.19K ﹤0.01%
33
399
$1.14K ﹤0.01%
64
+1
400
$1.14K ﹤0.01%
230
14 15
16
17 18