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
176
$3K ﹤0.01%
+200
177
$3K ﹤0.01%
11
178
$3K ﹤0.01%
352
+200
179
$3K ﹤0.01%
+20
180
$3K ﹤0.01%
71
+1
181
$3K ﹤0.01%
205
182
$3K ﹤0.01%
50
183
$3K ﹤0.01%
201
184
$3K ﹤0.01%
100
185
$2K ﹤0.01%
+15
186
$2K ﹤0.01%
+10
187
$2K ﹤0.01%
+15
188
$2K ﹤0.01%
+25
189
$2K ﹤0.01%
552
+28
190
$2K ﹤0.01%
+15
191
$2K ﹤0.01%
130
192
$2K ﹤0.01%
+15
193
$2K ﹤0.01%
+96
194
$1K ﹤0.01%
12
195
$1K ﹤0.01%
20
196
$1K ﹤0.01%
+20
197
$1K ﹤0.01%
24
198
$1K ﹤0.01%
+30
199
$1K ﹤0.01%
+12
200
$1K ﹤0.01%
+10
6 7
8
9 10