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
26
$9.39M 0.95%
157,026
-4,719
27
$9.37M 0.95%
115,805
-1,661
28
$9.37M 0.95%
88,827
-22,546
29
$9.23M 0.94%
102,053
-9,110
30
$8.93M 0.91%
33,794
-809
31
$8.43M 0.86%
96,026
-9,268
32
$8.37M 0.85%
44,045
-171
33
$7.41M 0.75%
63,049
-3,805
34
$5.46M 0.55%
105,492
-28,517
35
$5.26M 0.53%
73,702
+12,024
36
$5.15M 0.52%
20,563
-39
37
$5.13M 0.52%
114,270
+11,663
38
$4.65M 0.47%
78,940
-9,844
39
$4.6M 0.47%
43,147
-3,734
40
$4.2M 0.43%
83,694
-15,151
41
$4.17M 0.42%
84,211
+43,827
42
$3.94M 0.4%
82,576
-10,117
43
$3.69M 0.38%
79,188
+69,492
44
$3.69M 0.37%
71,627
+64,348
45
$3.09M 0.31%
7,337
+95
46
$2.95M 0.3%
55,544
+39
47
$2.83M 0.29%
56,944
+3,484
48
$2.07M 0.21%
33,791
-10,060
49
$1.93M 0.2%
+38,458
50
$1.88M 0.19%
19,096
+1,140
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