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
$938M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.25M
3
+$4.02M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$3.86M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.65M

Top Sells

1
+$10.4M
2
+$2.73M
3
+$2.29M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.41M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.38M

Sector Composition

1 Consumer Discretionary 2.21%
2 Technology 0.94%
3 Consumer Staples 0.31%
4 Healthcare 0.23%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$55.8K 0.01%
613
+26
177
$55.6K 0.01%
2,875
178
$55.3K 0.01%
623
179
$54.5K 0.01%
1,257
+8
180
$54.5K 0.01%
2,175
+13
181
$52.3K 0.01%
585
-99
182
$51K 0.01%
101
183
$50.4K 0.01%
713
+1
184
$50.4K 0.01%
245
+25
185
$48.6K 0.01%
378
+1
186
$47.9K 0.01%
309
187
$47.3K 0.01%
5,491
+105
188
$44.1K ﹤0.01%
1,898
+13
189
$43.9K ﹤0.01%
1,933
+12
190
$43.7K ﹤0.01%
1,973
+13
191
$43.4K ﹤0.01%
778
-70
192
$43.3K ﹤0.01%
370
-67
193
$43K ﹤0.01%
1,022
194
$42.5K ﹤0.01%
4,496
195
$42.4K ﹤0.01%
163
+3
196
$42K ﹤0.01%
2,152
197
$41.5K ﹤0.01%
1,930
+12
198
$41.1K ﹤0.01%
2,114
+13
199
$40K ﹤0.01%
84
200
$39.2K ﹤0.01%
546
6 7
8
9 10