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
51
$1.74M 0.18%
19,244
-3,116
52
$1.64M 0.17%
28,634
+3,787
53
$1.59M 0.16%
25,595
+19
54
$1.58M 0.16%
7,492
+385
55
$1.38M 0.14%
30,697
-75
56
$1.31M 0.13%
22,094
+110
57
$1.15M 0.12%
8,592
+150
58
$1.08M 0.11%
3,844
+13
59
$1.03M 0.1%
16,155
+438
60
$884K 0.09%
7,673
+54
61
$818K 0.08%
16,597
+445
62
$702K 0.07%
663
+3
63
$699K 0.07%
6,067
-139
64
$678K 0.07%
2,795
+11
65
$678K 0.07%
9,652
+30
66
$671K 0.07%
3,058
+49
67
$634K 0.06%
711
-3
68
$606K 0.06%
1,034
+3
69
$538K 0.05%
9,992
+1
70
$479K 0.05%
818
+19
71
$467K 0.05%
+6,243
72
$456K 0.05%
1,129
-39
73
$447K 0.05%
4,157
+28
74
$447K 0.05%
1,387
-39
75
$412K 0.04%
8,198
-4,725
1 2
3
4 5