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
76
$64K 0.02%
1,324
-1
77
$63K 0.02%
1,460
78
$62K 0.02%
1,330
+90
79
$59K 0.01%
440
+2
80
$59K 0.01%
236
81
$56K 0.01%
1,902
82
$50K 0.01%
454
83
$47K 0.01%
424
-21,246
84
$44K 0.01%
647
85
$43K 0.01%
1,274
86
$41K 0.01%
1,133
-564
87
$41K 0.01%
610
+30
88
$40K 0.01%
720
+359
89
$39K 0.01%
760
90
$39K 0.01%
945
91
$37K 0.01%
720
+200
92
$36K 0.01%
870
+53
93
$36K 0.01%
552
94
$33K 0.01%
295
+195
95
$33K 0.01%
1,500
96
$30K 0.01%
+319
97
$29K 0.01%
794
+92
98
$29K 0.01%
856
+660
99
$28K 0.01%
163
100
$27K 0.01%
200
2 3
4
5 6