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
$876M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.23M
3
+$2.64M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.76M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.39M

Top Sells

1
+$2.72M
2
+$2.56M
3
+$2.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.14M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.79M

Sector Composition

1 Consumer Discretionary 1.97%
2 Technology 0.96%
3 Healthcare 0.31%
4 Consumer Staples 0.26%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.75M 0.88%
110,204
+4,928
27
$7.59M 0.87%
46,140
-414
28
$7.43M 0.85%
17,003
+6
29
$7.29M 0.83%
125,819
-1,756
30
$7.13M 0.81%
70,107
+149
31
$6.06M 0.69%
119,508
-7,990
32
$5.63M 0.64%
110,286
+1,331
33
$5.44M 0.62%
50,171
+769
34
$5.27M 0.6%
97,407
+6,617
35
$4.8M 0.55%
100,888
+20,050
36
$4.65M 0.53%
92,505
+64,319
37
$4.17M 0.48%
21,671
-469
38
$3.35M 0.38%
67,806
-32,014
39
$3.27M 0.37%
61,966
+6,774
40
$3.15M 0.36%
58,458
+415
41
$2.63M 0.3%
6,998
+13
42
$2.39M 0.27%
55,505
43
$1.82M 0.21%
84,648
44
$1.81M 0.21%
38,476
+29,503
45
$1.37M 0.16%
32,495
+1,378
46
$1.27M 0.15%
24,627
-471
47
$1.22M 0.14%
20,826
+796
48
$1.13M 0.13%
21,453
+5,655
49
$1.05M 0.12%
23,540
-505
50
$966K 0.11%
5,734
+272
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