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
201
$36.7K ﹤0.01%
257
+1
202
$36.5K ﹤0.01%
493
203
$36.4K ﹤0.01%
581
+31
204
$36.1K ﹤0.01%
309
205
$35.9K ﹤0.01%
817
+4
206
$35.8K ﹤0.01%
1,783
+50
207
$35.2K ﹤0.01%
662
208
$34.9K ﹤0.01%
617
-2,030
209
$34.6K ﹤0.01%
405
+18
210
$34.5K ﹤0.01%
815
-116
211
$34.1K ﹤0.01%
1,199
+12
212
$33.4K ﹤0.01%
428
+1
213
$33.3K ﹤0.01%
360
214
$32.5K ﹤0.01%
365
+6
215
$32.1K ﹤0.01%
873
+16
216
$30.5K ﹤0.01%
340
+2
217
$30.5K ﹤0.01%
605
-21
218
$29.6K ﹤0.01%
740
+38
219
$28.7K ﹤0.01%
340
220
$27.1K ﹤0.01%
350
+3
221
$27.1K ﹤0.01%
285
+53
222
$26.9K ﹤0.01%
515
-96
223
$26.6K ﹤0.01%
110
224
$25.6K ﹤0.01%
240
225
$25.6K ﹤0.01%
277
+3
7 8
9
10 11