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
126
$13K ﹤0.01%
+71
127
$13K ﹤0.01%
238
+19
128
$13K ﹤0.01%
156
129
$13K ﹤0.01%
202
-980
130
$13K ﹤0.01%
+220
131
$12K ﹤0.01%
480
132
$12K ﹤0.01%
239
+3
133
$12K ﹤0.01%
114
+21
134
$12K ﹤0.01%
502
135
$11K ﹤0.01%
173
+9
136
$11K ﹤0.01%
+225
137
$11K ﹤0.01%
450
138
$10K ﹤0.01%
207
139
$10K ﹤0.01%
56
140
$10K ﹤0.01%
249
+80
141
$10K ﹤0.01%
676
142
$10K ﹤0.01%
180
143
$9K ﹤0.01%
202
144
$9K ﹤0.01%
+219
145
$8K ﹤0.01%
476
-113
146
$8K ﹤0.01%
147
147
$8K ﹤0.01%
404
148
$8K ﹤0.01%
247
149
$8K ﹤0.01%
501
-197
150
$7K ﹤0.01%
203
+2
4 5
6
7 8