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
476
$374 ﹤0.01%
+7
477
$370 ﹤0.01%
+4
478
$365 ﹤0.01%
+3
479
$364 ﹤0.01%
+5
480
$363 ﹤0.01%
+6
481
$358 ﹤0.01%
+3
482
$349 ﹤0.01%
+3
483
$347 ﹤0.01%
+1
484
$344 ﹤0.01%
+3
485
$344 ﹤0.01%
+2
486
$322 ﹤0.01%
+5
487
$315 ﹤0.01%
+3
488
$314 ﹤0.01%
+3
489
$312 ﹤0.01%
+7
490
$307 ﹤0.01%
+4
491
$300 ﹤0.01%
192
492
$297 ﹤0.01%
+2
493
$282 ﹤0.01%
5
494
$273 ﹤0.01%
+5
495
$272 ﹤0.01%
+2
496
$264 ﹤0.01%
+8
497
$263 ﹤0.01%
+1
498
$262 ﹤0.01%
+2
499
$262 ﹤0.01%
+2
500
$261 ﹤0.01%
+2
18 19
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