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
101
$27K 0.01%
210
+60
102
$27K 0.01%
+8,000
103
$26K 0.01%
500
+100
104
$26K 0.01%
252
+3
105
$26K 0.01%
199
106
$25K 0.01%
+744
107
$25K 0.01%
435
+58
108
$24K 0.01%
136
109
$23K 0.01%
101
110
$23K 0.01%
360
111
$22K 0.01%
315
+3
112
$21K 0.01%
160
113
$21K 0.01%
330
114
$21K 0.01%
876
+84
115
$21K 0.01%
84
116
$20K ﹤0.01%
405
117
$20K ﹤0.01%
430
118
$19K ﹤0.01%
252
119
$18K ﹤0.01%
243
120
$17K ﹤0.01%
363
+160
121
$17K ﹤0.01%
197
122
$16K ﹤0.01%
331
+230
123
$16K ﹤0.01%
493
124
$14K ﹤0.01%
180
+27
125
$14K ﹤0.01%
298
+47
3 4
5
6 7