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
$406M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$19.8M
3
+$15.6M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.69M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.29M

Top Sells

1
+$15.3M
2
+$2.36M
3
+$1.44M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.12M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$992K

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 0.42%
3 Consumer Staples 0.38%
4 Materials 0.35%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.4%
31,653
-19,484
27
$1.47M 0.36%
88,035
-10,875
28
$1.43M 0.35%
7,777
-231
29
$947K 0.23%
8,572
30
$803K 0.2%
20,352
31
$651K 0.16%
6,414
32
$644K 0.16%
9,318
+26
33
$598K 0.15%
6,950
-391
34
$582K 0.14%
3,610
+2
35
$496K 0.12%
2,160
+22
36
$473K 0.12%
9,409
-471
37
$473K 0.12%
4,146
+30
38
$438K 0.11%
9,237
-322,493
39
$421K 0.1%
7,155
-18
40
$421K 0.1%
6,177
-303
41
$393K 0.1%
7,151
+3,499
42
$329K 0.08%
6,604
+5,412
43
$312K 0.08%
2,963
+2,637
44
$308K 0.08%
6,812
-1,305
45
$298K 0.07%
3,239
46
$251K 0.06%
8,094
+639
47
$225K 0.06%
2,763
48
$214K 0.05%
800
49
$202K 0.05%
5,285
50
$157K 0.04%
2,156
1
2
3 4 5