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
526
$1.07K ﹤0.01%
34
+1
527
$1.06K ﹤0.01%
+3
528
$1.05K ﹤0.01%
7
529
$1.05K ﹤0.01%
+19
530
$1.03K ﹤0.01%
100
531
$1.03K ﹤0.01%
67
+1
532
$1K ﹤0.01%
+20
533
$983 ﹤0.01%
5
534
$946 ﹤0.01%
5
535
$945 ﹤0.01%
+14
536
$937 ﹤0.01%
38
+37
537
$919 ﹤0.01%
5
538
$910 ﹤0.01%
7
539
$905 ﹤0.01%
4
540
$867 ﹤0.01%
+6
541
$865 ﹤0.01%
+7
542
$845 ﹤0.01%
66
+1
543
$840 ﹤0.01%
4
544
$833 ﹤0.01%
30
-211
545
$827 ﹤0.01%
+2
546
$818 ﹤0.01%
+15
547
$812 ﹤0.01%
+28
548
$805 ﹤0.01%
+2
549
$773 ﹤0.01%
+3
550
$645 ﹤0.01%
+8
20 21
22
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