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
151
$99.9K 0.01%
2,261
+100
152
$89.3K 0.01%
2,205
+19
153
$89.1K 0.01%
437
+2
154
$89.1K 0.01%
477
155
$81.3K 0.01%
454
156
$80.8K 0.01%
+2,831
157
$78.8K 0.01%
1,662
+338
158
$78.1K 0.01%
827
159
$77.3K 0.01%
512
+12
160
$76.8K 0.01%
530
+5
161
$74.4K 0.01%
1,782
-1,701
162
$73.9K 0.01%
1,481
+75
163
$73.2K 0.01%
901
-961
164
$72.5K 0.01%
550
165
$70.4K 0.01%
508
+1
166
$67.7K 0.01%
1,225
167
$64.8K 0.01%
707
+7
168
$63.3K 0.01%
3,595
+25
169
$60.9K 0.01%
2,045
-304
170
$59.7K 0.01%
280
171
$59.2K 0.01%
212
+9
172
$58.4K 0.01%
2,085
173
$58.3K 0.01%
944
+6
174
$57.1K 0.01%
361
+29
175
$56.5K 0.01%
707
5 6
7
8 9