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
201
$36K ﹤0.01%
408
+4
202
$35.9K ﹤0.01%
+1,006
203
$35.7K ﹤0.01%
923
+2
204
$35.4K ﹤0.01%
550
205
$35.4K ﹤0.01%
546
206
$35.1K ﹤0.01%
751
207
$35K ﹤0.01%
2,108
+19
208
$33.9K ﹤0.01%
173
-1
209
$33.1K ﹤0.01%
160
210
$31K ﹤0.01%
251
+1
211
$30.7K ﹤0.01%
531
+3
212
$30.4K ﹤0.01%
368
+4
213
$30.3K ﹤0.01%
2,875
214
$29.6K ﹤0.01%
879
215
$29.6K ﹤0.01%
221
+3
216
$28.2K ﹤0.01%
812
-414
217
$27.9K ﹤0.01%
720
218
$27.7K ﹤0.01%
662
219
$27K ﹤0.01%
360
220
$26.3K ﹤0.01%
387
-33
221
$25.6K ﹤0.01%
59
222
$25.1K ﹤0.01%
65
223
$24.9K ﹤0.01%
752
224
$24.6K ﹤0.01%
221
225
$24.5K ﹤0.01%
240
7 8
9
10 11