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
151
$107K 0.01%
2,213
-2,161
152
$104K 0.01%
1,300
+4
153
$102K 0.01%
1,017
+7
154
$99K 0.01%
301
155
$96.1K 0.01%
3,112
+3
156
$94.1K 0.01%
445
+5
157
$93.9K 0.01%
1,141
+5
158
$92.9K 0.01%
2,299
+37
159
$89.5K 0.01%
1,512
-70
160
$88.3K 0.01%
155
-43
161
$88K 0.01%
715
+3
162
$86K 0.01%
637
+1
163
$84K 0.01%
454
164
$79.7K 0.01%
2,346
+780
165
$79.6K 0.01%
2,891
+17
166
$78.5K 0.01%
249
+7
167
$78.5K 0.01%
1,783
+34
168
$75.8K 0.01%
959
+5
169
$72.3K 0.01%
560
+39
170
$70.9K 0.01%
827
171
$68.9K 0.01%
901
172
$66.4K 0.01%
1,225
173
$63.5K 0.01%
473
174
$63.3K 0.01%
2,112
+15
175
$61.6K 0.01%
5,650
+77
5 6
7
8 9