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
426
$712 ﹤0.01%
+9
427
$697 ﹤0.01%
+4
428
$696 ﹤0.01%
+12
429
$695 ﹤0.01%
+12
430
$684 ﹤0.01%
+24
431
$683 ﹤0.01%
+4
432
$681 ﹤0.01%
17
433
$672 ﹤0.01%
+2
434
$670 ﹤0.01%
+3
435
$670 ﹤0.01%
+18
436
$667 ﹤0.01%
+2
437
$664 ﹤0.01%
+11
438
$659 ﹤0.01%
+5
439
$651 ﹤0.01%
+9
440
$615 ﹤0.01%
+3
441
$601 ﹤0.01%
21
442
$600 ﹤0.01%
+43
443
$594 ﹤0.01%
+11
444
$583 ﹤0.01%
2
-15
445
$568 ﹤0.01%
+10
446
$553 ﹤0.01%
29
447
$552 ﹤0.01%
+7
448
$541 ﹤0.01%
20
449
$524 ﹤0.01%
+4
450
$513 ﹤0.01%
+5
16 17
18
19 20