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
126
$153K 0.02%
2,016
+3
127
$150K 0.02%
1,912
+2
128
$150K 0.02%
794
+37
129
$149K 0.02%
+1,961
130
$147K 0.01%
740
131
$139K 0.01%
4,695
+25
132
$139K 0.01%
4,898
-164
133
$138K 0.01%
954
+35
134
$136K 0.01%
4,897
+5
135
$136K 0.01%
268
+3
136
$135K 0.01%
13,276
+46
137
$135K 0.01%
+5,212
138
$135K 0.01%
1,222
-7
139
$130K 0.01%
1,811
+36
140
$126K 0.01%
2,542
+2
141
$123K 0.01%
1,500
142
$119K 0.01%
1,124
-2,510
143
$118K 0.01%
3,645
144
$114K 0.01%
1,909
-66
145
$114K 0.01%
4,358
+26
146
$112K 0.01%
3,579
+33
147
$111K 0.01%
841
+6
148
$109K 0.01%
909
+8
149
$109K 0.01%
1,436
+6
150
$107K 0.01%
485
4 5
6
7 8