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
501
$260 ﹤0.01%
2
-8
502
$253 ﹤0.01%
+7
503
$245 ﹤0.01%
+1
504
$239 ﹤0.01%
+2
505
$229 ﹤0.01%
+3
506
$221 ﹤0.01%
1
-45
507
$218 ﹤0.01%
+1
508
$213 ﹤0.01%
+1
509
$200 ﹤0.01%
+7
510
$196 ﹤0.01%
+4
511
$195 ﹤0.01%
+6
512
$184 ﹤0.01%
+5
513
$174 ﹤0.01%
+8
514
$158 ﹤0.01%
+7
515
$158 ﹤0.01%
13
516
$157 ﹤0.01%
+2
517
$155 ﹤0.01%
3
518
$153 ﹤0.01%
+6
519
$129 ﹤0.01%
1
520
$120 ﹤0.01%
+3
521
$119 ﹤0.01%
6
522
$106 ﹤0.01%
+1
523
$89 ﹤0.01%
+1
524
$79 ﹤0.01%
+1
525
$74 ﹤0.01%
+1
19 20
21
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