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
201
$38.2K ﹤0.01%
832
+4
202
$37.6K ﹤0.01%
743
-114
203
$37.5K ﹤0.01%
914
204
$37.4K ﹤0.01%
221
205
$37.2K ﹤0.01%
256
+4
206
$36.9K ﹤0.01%
+1,565
207
$36.9K ﹤0.01%
550
208
$35.1K ﹤0.01%
151
-22
209
$33.7K ﹤0.01%
376
+3
210
$33.3K ﹤0.01%
762
+10
211
$32.7K ﹤0.01%
662
212
$32.4K ﹤0.01%
879
213
$32.2K ﹤0.01%
478
+3
214
$30.7K ﹤0.01%
59
215
$30.5K ﹤0.01%
834
+8
216
$30.4K ﹤0.01%
801
+142
217
$30.1K ﹤0.01%
338
+1
218
$29.5K ﹤0.01%
702
219
$28.8K ﹤0.01%
1,037
+50
220
$28K ﹤0.01%
213
221
$27.1K ﹤0.01%
720
222
$26.5K ﹤0.01%
206
223
$26.4K ﹤0.01%
360
224
$26.1K ﹤0.01%
240
225
$26.1K ﹤0.01%
390
7 8
9
10 11