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
$984M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$2.93M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.17M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M

Top Sells

1
+$3.56M
2
+$3.09M
3
+$2.4M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M

Sector Composition

1 Consumer Discretionary 2.19%
2 Technology 1.13%
3 Consumer Staples 0.43%
4 Industrials 0.2%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+14
402
$2.96K ﹤0.01%
+12
403
$2.88K ﹤0.01%
+40
404
$2.86K ﹤0.01%
200
405
$2.86K ﹤0.01%
+50
406
$2.85K ﹤0.01%
59
+39
407
$2.8K ﹤0.01%
+10
408
$2.77K ﹤0.01%
+80
409
$2.76K ﹤0.01%
+13
410
$2.76K ﹤0.01%
+15
411
$2.75K ﹤0.01%
+16
412
$2.73K ﹤0.01%
40
413
$2.71K ﹤0.01%
+90
414
$2.71K ﹤0.01%
80
415
$2.68K ﹤0.01%
+20
416
$2.65K ﹤0.01%
+76
417
$2.65K ﹤0.01%
+55
418
$2.6K ﹤0.01%
+90
419
$2.55K ﹤0.01%
14
420
$2.53K ﹤0.01%
+30
421
$2.52K ﹤0.01%
10
+3
422
$2.52K ﹤0.01%
+17
423
$2.5K ﹤0.01%
50
424
$2.5K ﹤0.01%
+50
425
$2.5K ﹤0.01%
9
15 16
17
18 19