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
$816M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.76M
3
+$2.73M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.14M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.82M

Top Sells

1
+$4.04M
2
+$3.14M
3
+$2.25M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.47M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.36M

Sector Composition

1 Consumer Discretionary 2.28%
2 Technology 0.91%
3 Consumer Staples 0.33%
4 Healthcare 0.32%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68.9K 0.01%
454
152
$68.4K 0.01%
1,384
153
$67.8K 0.01%
522
+2
154
$65.4K 0.01%
500
155
$64.2K 0.01%
693
-4
156
$63.3K 0.01%
506
157
$61.9K 0.01%
2,552
-278
158
$61.2K 0.01%
1,324
159
$60K 0.01%
2,045
160
$59.6K 0.01%
518
-312
161
$58.5K 0.01%
393
+4
162
$58.2K 0.01%
1,045
+1
163
$56.9K 0.01%
1,714
+10
164
$56.2K 0.01%
+1,225
165
$54.6K 0.01%
2,154
+22
166
$53.7K 0.01%
5,341
+46
167
$53.4K 0.01%
1,204
-117
168
$52.9K 0.01%
2,139
+16
169
$51.5K 0.01%
101
170
$50.5K 0.01%
345
+249
171
$50.2K 0.01%
213
172
$50.1K 0.01%
+1,011
173
$49.5K 0.01%
188
174
$48.8K 0.01%
623
175
$48.3K 0.01%
699
5 6
7
8 9