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
$755M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.25M
3
+$996K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$962K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$874K

Top Sells

1
+$3.55M
2
+$1.4M
3
+$568K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$559K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$541K

Sector Composition

1 Consumer Discretionary 2%
2 Technology 0.66%
3 Consumer Staples 0.25%
4 Industrials 0.23%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25K ﹤0.01%
232
+22
177
$24K ﹤0.01%
434
178
$23K ﹤0.01%
+256
179
$23K ﹤0.01%
360
180
$23K ﹤0.01%
487
-3
181
$23K ﹤0.01%
103
+1
182
$22K ﹤0.01%
480
183
$22K ﹤0.01%
366
+1
184
$21K ﹤0.01%
+128
185
$21K ﹤0.01%
252
186
$21K ﹤0.01%
+57
187
$21K ﹤0.01%
473
188
$20K ﹤0.01%
165
189
$20K ﹤0.01%
382
+1
190
$20K ﹤0.01%
+300
191
$19K ﹤0.01%
571
192
$19K ﹤0.01%
1,169
+19
193
$18K ﹤0.01%
+151
194
$18K ﹤0.01%
720
195
$18K ﹤0.01%
200
196
$18K ﹤0.01%
+435
197
$17K ﹤0.01%
225
198
$17K ﹤0.01%
+300
199
$17K ﹤0.01%
676
200
$17K ﹤0.01%
180
6 7
8
9 10