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
$876M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.23M
3
+$2.64M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.76M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.39M

Top Sells

1
+$2.72M
2
+$2.56M
3
+$2.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.14M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.79M

Sector Composition

1 Consumer Discretionary 1.97%
2 Technology 0.96%
3 Healthcare 0.31%
4 Consumer Staples 0.26%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$53.4K 0.01%
707
+8
177
$52.8K 0.01%
203
+1
178
$52K 0.01%
1,305
+299
179
$52K 0.01%
332
+31
180
$51.1K 0.01%
1,025
+14
181
$50.3K 0.01%
437
+365
182
$50.1K 0.01%
280
183
$47.9K 0.01%
848
+489
184
$46.1K 0.01%
938
+13
185
$45.9K 0.01%
712
+4
186
$45.4K 0.01%
587
+200
187
$44.4K 0.01%
1,046
+1
188
$43.9K 0.01%
1,921
+24
189
$43.9K 0.01%
1,885
+26
190
$43.9K 0.01%
1,960
+24
191
$43.1K ﹤0.01%
857
+15
192
$43.1K ﹤0.01%
2,875
193
$42.8K ﹤0.01%
309
194
$42.6K ﹤0.01%
525
+6
195
$42.1K ﹤0.01%
220
196
$42K ﹤0.01%
377
+2
197
$41.8K ﹤0.01%
1,918
+23
198
$41.5K ﹤0.01%
4,496
199
$41.4K ﹤0.01%
2,101
+24
200
$41.2K ﹤0.01%
1,022
6 7
8
9 10