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
451
$512 ﹤0.01%
+2
452
$508 ﹤0.01%
+3
453
$505 ﹤0.01%
+2
454
$492 ﹤0.01%
+3
455
$483 ﹤0.01%
13
456
$482 ﹤0.01%
5
457
$473 ﹤0.01%
+12
458
$467 ﹤0.01%
+5
459
$461 ﹤0.01%
+8
460
$452 ﹤0.01%
38
+1
461
$449 ﹤0.01%
+5
462
$448 ﹤0.01%
+8
463
$441 ﹤0.01%
+1
464
$438 ﹤0.01%
+8
465
$437 ﹤0.01%
+2
466
$437 ﹤0.01%
+24
467
$423 ﹤0.01%
+8
468
$417 ﹤0.01%
+2
469
$413 ﹤0.01%
+3
470
$411 ﹤0.01%
10
471
$404 ﹤0.01%
+3
472
$398 ﹤0.01%
+1
473
$396 ﹤0.01%
+2
474
$386 ﹤0.01%
+2
475
$377 ﹤0.01%
+5
17 18
19
20 21