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
551
$641 ﹤0.01%
5
552
$637 ﹤0.01%
21
553
$634 ﹤0.01%
+13
554
$634 ﹤0.01%
+6
555
$612 ﹤0.01%
8
556
$610 ﹤0.01%
8
557
$604 ﹤0.01%
2
558
$602 ﹤0.01%
+1
559
$575 ﹤0.01%
20
560
$503 ﹤0.01%
+8
561
$485 ﹤0.01%
+1
562
$463 ﹤0.01%
59
563
$453 ﹤0.01%
6
564
$425 ﹤0.01%
+4
565
$419 ﹤0.01%
2
566
$418 ﹤0.01%
10
567
$389 ﹤0.01%
13
568
$376 ﹤0.01%
+40
569
$360 ﹤0.01%
+1
570
$358 ﹤0.01%
+17
571
$293 ﹤0.01%
+8
572
$293 ﹤0.01%
1
573
$204 ﹤0.01%
6
574
$173 ﹤0.01%
13
575
$162 ﹤0.01%
13
-26
21 22
23
24 25