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
$406M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$19.8M
3
+$15.6M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.69M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.29M

Top Sells

1
+$15.3M
2
+$2.36M
3
+$1.44M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.12M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$992K

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 0.42%
3 Consumer Staples 0.38%
4 Materials 0.35%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$156K 0.04%
3,008
+30
52
$126K 0.03%
+7,448
53
$122K 0.03%
879
+76
54
$122K 0.03%
1,952
+24
55
$114K 0.03%
2,207
+22
56
$113K 0.03%
2,248
+1,034
57
$112K 0.03%
1,029
+34
58
$109K 0.03%
3,237
59
$108K 0.03%
2,303
60
$108K 0.03%
1,369
+898
61
$107K 0.03%
3,533
+32
62
$103K 0.03%
4,796
+500
63
$100K 0.02%
1,522
+238
64
$99K 0.02%
1,013
65
$94K 0.02%
717
66
$94K 0.02%
1,019
+207
67
$88K 0.02%
1,351
+10
68
$87K 0.02%
660
69
$78K 0.02%
1,050
+25
70
$77K 0.02%
836
71
$76K 0.02%
1,744
72
$74K 0.02%
465
+33
73
$68K 0.02%
900
+120
74
$67K 0.02%
5,057
-1,200
75
$66K 0.02%
1,424
-10
1 2
3
4 5