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
26
$8.66M 0.92%
34,662
+51
27
$8.33M 0.89%
164,231
+44,723
28
$8.26M 0.88%
108,443
-1,761
29
$8.24M 0.88%
17,139
+136
30
$8.01M 0.85%
45,702
-438
31
$7.38M 0.79%
67,007
-3,100
32
$6.7M 0.71%
110,872
+13,465
33
$6.27M 0.67%
104,060
-21,759
34
$5.91M 0.63%
54,910
+4,739
35
$5.82M 0.62%
124,719
+86,243
36
$4.95M 0.53%
97,831
-12,455
37
$4.69M 0.5%
89,379
+27,413
38
$4.67M 0.5%
98,344
-2,544
39
$3.68M 0.39%
21,466
-205
40
$3.36M 0.36%
74,181
+58,474
41
$3.24M 0.35%
65,297
-2,509
42
$3.15M 0.34%
49,149
+28,323
43
$2.97M 0.32%
7,065
+67
44
$2.91M 0.31%
55,505
45
$2.67M 0.29%
46,059
-12,399
46
$1.94M 0.21%
32,288
+10,835
47
$1.34M 0.14%
31,020
-1,475
48
$1.31M 0.14%
23,322
-1,305
49
$1.22M 0.13%
84,648
50
$1.22M 0.13%
23,006
+10,585
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