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
$984M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$2.93M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.17M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M

Top Sells

1
+$3.56M
2
+$3.09M
3
+$2.4M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M

Sector Composition

1 Consumer Discretionary 2.19%
2 Technology 1.13%
3 Consumer Staples 0.43%
4 Industrials 0.2%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$61.1K 0.01%
2,045
177
$59.6K 0.01%
592
+3
178
$58.5K 0.01%
307
-116
179
$56.5K 0.01%
280
180
$55.6K 0.01%
730
+10
181
$54.2K 0.01%
718
+2
182
$51.7K 0.01%
358
+2
183
$48.2K ﹤0.01%
1,283
+8
184
$47.3K ﹤0.01%
160
185
$46.3K ﹤0.01%
790
+9
186
$45.9K ﹤0.01%
1,969
+29
187
$45.6K ﹤0.01%
2,001
+28
188
$45.3K ﹤0.01%
2,041
+28
189
$44.9K ﹤0.01%
101
190
$43.8K ﹤0.01%
4,496
191
$42.5K ﹤0.01%
1,994
+25
192
$42.4K ﹤0.01%
175
193
$42.2K ﹤0.01%
369
-5
194
$41.9K ﹤0.01%
2,184
+28
195
$41.1K ﹤0.01%
2,221
+49
196
$40.7K ﹤0.01%
1,022
197
$40.1K ﹤0.01%
86
+2
198
$37.6K ﹤0.01%
152
-5
199
$37.1K ﹤0.01%
2,875
200
$36.8K ﹤0.01%
846
+6
6 7
8
9 10