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
$816M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.76M
3
+$2.73M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.14M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.82M

Top Sells

1
+$4.04M
2
+$3.14M
3
+$2.25M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.47M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.36M

Sector Composition

1 Consumer Discretionary 2.28%
2 Technology 0.91%
3 Consumer Staples 0.33%
4 Healthcare 0.32%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46.9K 0.01%
301
-44
177
$46.6K 0.01%
202
178
$46K 0.01%
101
-29
179
$44.8K 0.01%
+1,587
180
$44.6K 0.01%
309
181
$43K 0.01%
2,864
-3,656
182
$42.9K 0.01%
1,859
+19
183
$42.7K 0.01%
280
184
$42.6K 0.01%
1,897
+18
185
$42.4K 0.01%
842
+11
186
$42.3K 0.01%
1,936
+18
187
$41.9K 0.01%
500
188
$40.7K 0.01%
925
+4
189
$40.6K 0.01%
2,388
+2,110
190
$40.5K 0.01%
708
191
$39.8K ﹤0.01%
1,895
+18
192
$39.3K ﹤0.01%
2,077
+16
193
$39K ﹤0.01%
519
+6
194
$39K ﹤0.01%
3,537
-9,237
195
$37.7K ﹤0.01%
220
196
$37.7K ﹤0.01%
375
-776
197
$37.2K ﹤0.01%
4,496
198
$36.9K ﹤0.01%
+1,022
199
$36.8K ﹤0.01%
84
200
$36.4K ﹤0.01%
1,027
6 7
8
9 10