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
401
$1.13K ﹤0.01%
+26
402
$1.11K ﹤0.01%
+2
403
$1.09K ﹤0.01%
+8
404
$1.07K ﹤0.01%
14
+6
405
$1.06K ﹤0.01%
+3
406
$1.04K ﹤0.01%
+3
407
$1.04K ﹤0.01%
66
408
$1.04K ﹤0.01%
+7
409
$1.04K ﹤0.01%
+18
410
$991 ﹤0.01%
65
411
$991 ﹤0.01%
+4
412
$972 ﹤0.01%
+4
413
$972 ﹤0.01%
20
414
$962 ﹤0.01%
+7
415
$958 ﹤0.01%
+14
416
$945 ﹤0.01%
+5
417
$938 ﹤0.01%
+3
418
$929 ﹤0.01%
59
419
$886 ﹤0.01%
+5
420
$847 ﹤0.01%
55
421
$839 ﹤0.01%
+12
422
$822 ﹤0.01%
+12
423
$767 ﹤0.01%
+8
424
$753 ﹤0.01%
+15
425
$749 ﹤0.01%
+3
15 16
17
18 19