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
126
$132K 0.01%
2,008
+202
127
$131K 0.01%
13,138
+46
128
$130K 0.01%
263
+15
129
$130K 0.01%
3,329
+329
130
$127K 0.01%
5,032
+16
131
$126K 0.01%
4,357
-1,732
132
$123K 0.01%
1,225
-44
133
$123K 0.01%
2,109
+725
134
$122K 0.01%
801
+61
135
$122K 0.01%
3,488
+34
136
$120K 0.01%
2,415
+1,885
137
$119K 0.01%
2,000
138
$117K 0.01%
659
-50
139
$114K 0.01%
1,423
140
$113K 0.01%
1,774
141
$113K 0.01%
4,880
+4
142
$111K 0.01%
1,500
143
$109K 0.01%
197
+1
144
$109K 0.01%
542
145
$108K 0.01%
4,284
+24
146
$108K 0.01%
825
+45
147
$105K 0.01%
1,282
-254
148
$102K 0.01%
2,481
+1,176
149
$102K 0.01%
483
+1
150
$101K 0.01%
1,263
4 5
6
7 8