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
$876M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.23M
3
+$2.64M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.76M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.39M

Top Sells

1
+$2.72M
2
+$2.56M
3
+$2.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.14M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.79M

Sector Composition

1 Consumer Discretionary 1.97%
2 Technology 0.96%
3 Healthcare 0.31%
4 Consumer Staples 0.26%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$80.4K 0.01%
542
152
$78.4K 0.01%
525
+3
153
$75K 0.01%
454
154
$72K 0.01%
1,384
155
$71K 0.01%
1,406
156
$70K 0.01%
2,349
+304
157
$69.8K 0.01%
500
158
$69.4K 0.01%
827
159
$66.4K 0.01%
2,026
+439
160
$66.2K 0.01%
507
+1
161
$65.8K 0.01%
700
+7
162
$63.5K 0.01%
+1,155
163
$63.3K 0.01%
1,324
164
$63K 0.01%
1,225
165
$61.1K 0.01%
550
+50
166
$60.8K 0.01%
5,386
+45
167
$60.3K 0.01%
101
168
$59.9K 0.01%
3,570
+706
169
$57K 0.01%
623
170
$55.3K 0.01%
+2,085
171
$55.1K 0.01%
+684
172
$54.8K 0.01%
1,249
+45
173
$54.5K 0.01%
345
174
$53.9K 0.01%
215
+2
175
$53.9K 0.01%
2,162
+23
5 6
7
8 9