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
201
$39.9K ﹤0.01%
+800
202
$39.8K ﹤0.01%
2,152
-236
203
$39.4K ﹤0.01%
751
204
$39.1K ﹤0.01%
84
205
$39K ﹤0.01%
160
206
$38.9K ﹤0.01%
173
207
$38.3K ﹤0.01%
546
208
$36.2K ﹤0.01%
550
209
$35.5K ﹤0.01%
252
+1
210
$34.8K ﹤0.01%
828
-95
211
$34.5K ﹤0.01%
914
-113
212
$33.2K ﹤0.01%
65
213
$33.2K ﹤0.01%
373
+5
214
$32.5K ﹤0.01%
879
215
$32K ﹤0.01%
221
216
$30.6K ﹤0.01%
475
-56
217
$30.5K ﹤0.01%
662
218
$30.4K ﹤0.01%
+521
219
$30K ﹤0.01%
826
+14
220
$29.2K ﹤0.01%
360
221
$28.5K ﹤0.01%
493
222
$28.5K ﹤0.01%
+337
223
$28.4K ﹤0.01%
987
-727
224
$27.9K ﹤0.01%
213
225
$27.8K ﹤0.01%
59
7 8
9
10 11