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
451
$2.11K ﹤0.01%
12
452
$2.1K ﹤0.01%
40
453
$2.08K ﹤0.01%
+30
454
$2.08K ﹤0.01%
+65
455
$2.08K ﹤0.01%
4
456
$2.07K ﹤0.01%
6
457
$2.04K ﹤0.01%
25
458
$2.03K ﹤0.01%
74
459
$1.99K ﹤0.01%
11
460
$1.98K ﹤0.01%
16
+13
461
$1.97K ﹤0.01%
15
462
$1.95K ﹤0.01%
+20
463
$1.92K ﹤0.01%
+24
464
$1.9K ﹤0.01%
+19
465
$1.85K ﹤0.01%
20
466
$1.85K ﹤0.01%
+13
467
$1.84K ﹤0.01%
66
468
$1.84K ﹤0.01%
8
469
$1.81K ﹤0.01%
+27
470
$1.81K ﹤0.01%
+25
471
$1.81K ﹤0.01%
+7
472
$1.78K ﹤0.01%
+21
473
$1.78K ﹤0.01%
+8
474
$1.77K ﹤0.01%
+13
475
$1.75K ﹤0.01%
266
17 18
19
20 21