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
51
$1.2M 0.13%
10,934
+10,683
52
$1.09M 0.12%
3,761
-3
53
$1.06M 0.11%
5,793
+59
54
$839K 0.09%
7,591
+1,324
55
$822K 0.09%
14,583
+136
56
$752K 0.08%
8,320
+60
57
$710K 0.08%
9,565
+500
58
$705K 0.08%
2,784
59
$644K 0.07%
6,208
+35
60
$636K 0.07%
12,625
+164
61
$536K 0.06%
1,024
+4
62
$512K 0.05%
2,836
+41
63
$503K 0.05%
660
64
$501K 0.05%
4,313
+284
65
$496K 0.05%
5,259
66
$434K 0.05%
714
67
$426K 0.05%
+10,373
68
$421K 0.04%
21,612
+192
69
$410K 0.04%
1,423
+60
70
$399K 0.04%
10,257
-6,114
71
$398K 0.04%
3,679
-520
72
$390K 0.04%
9,991
+25
73
$383K 0.04%
3,855
74
$374K 0.04%
3,605
-324
75
$373K 0.04%
768
+1
1 2
3
4 5