TCM
TD Capital Management Portfolio holdings
AUM
$1.06B
1-Year Return
9.65%
This Quarter Return
+4.83%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$999M
AUM Growth
+$42.6M
(+4.5%)
Cap. Flow
-$2.63M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
58.62%
Holding
465
New
27
Increased
165
Reduced
46
Closed
6
Top Buys
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$2.15M |
| 2 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$1.36M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.33M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.23M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.22M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 2.14% |
| 2 | Technology | 1.05% |
| 3 | Consumer Staples | 0.46% |
| 4 | Industrials | 0.18% |
| 5 | Communication Services | 0.16% |
