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
151
$7K ﹤0.01%
+134
152
$7K ﹤0.01%
117
+1
153
$7K ﹤0.01%
+80
154
$6K ﹤0.01%
103
155
$6K ﹤0.01%
+200
156
$6K ﹤0.01%
136
+113
157
$6K ﹤0.01%
101
158
$6K ﹤0.01%
146
+45
159
$6K ﹤0.01%
+40
160
$6K ﹤0.01%
546
161
$6K ﹤0.01%
600
162
$5K ﹤0.01%
201
163
$5K ﹤0.01%
27
164
$5K ﹤0.01%
200
+39
165
$5K ﹤0.01%
+32
166
$5K ﹤0.01%
+100
167
$5K ﹤0.01%
244
168
$4K ﹤0.01%
105
169
$4K ﹤0.01%
87
-70
170
$4K ﹤0.01%
40
171
$4K ﹤0.01%
+64
172
$4K ﹤0.01%
200
173
$4K ﹤0.01%
34
174
$4K ﹤0.01%
200
175
$3K ﹤0.01%
190
5 6
7
8 9