TD Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

The world of finance is constantly evolving, and one of the key ways to track these changes is by examining the holdings of various funds. The TD Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison provides a detailed look at the changes in holdings for this particular fund, highlighting some interesting insights and trends within the financial industry.

At a high level, the fund has experienced some significant shifts in its holdings between Q3 2022 and Q4 2022. For example, the fund reduced its holdings in BSV (Vanguard BD Index Funds) by 14%, while increasing its holdings in VTV (Vanguard Index Funds) by 11.5%. It's also interesting to note that the fund increased its holdings in First Trust Exchange-Traded Funds by 21% and 123%, respectively.

Let's take a closer look at some of the key changes in holdings for the TD Capital Management LLC fund.

Reductions in Holdings

One of the biggest reductions in holdings for the TD Capital Management LLC fund was in BSV (Vanguard BD Index Funds). The fund reduced its holdings in this fund by 14%, moving from 775,108 shares in Q3 2022 to 662,799 shares in Q4 2022. This reduction in holdings could be due to several reasons, such as underperformance of the fund, the fund manager's outlook on the bond market, or a shift towards other investment opportunities.

Another notable reduction in holdings was in MINT (PIMCO ETF TR). The fund reduced its holdings in this fund by 4.7%, moving from 443,926 shares in Q3 2022 to 424,000 shares in Q4 2022. This reduction in holdings suggests that the fund manager may not view this fund as favorably as before, possibly due to performance or market uncertainty.

Increases in Holdings

While the TD Capital Management LLC fund made some reductions in its holdings, it also increased its holdings in several funds. One of the largest increases was in FTSM (First Trust Exchange-Traded Fund). The fund increased its holdings in this fund by a whopping 123%, moving from 83,381 shares in Q3 2022 to 185,794 shares in Q4 2022. This increase could be a result of the fund manager's belief in the underlying assets or positive performance of the fund.

Another notable increase in holdings was in VIG (Vanguard Specialized Funds). The fund increased its holdings in this fund by 12.8%, moving from 212,670 shares in Q3 2022 to 213,446 shares in Q4 2022. This increase suggests that the fund manager is bullish on the future prospects of this particular fund.

Conclusion

The TD Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison provides valuable insights into the financial industry and the performance of various funds. By examining the changes in holdings for this particular fund, we can see which funds the fund manager is bullish on and which funds may not be performing as well. While this data is just a snapshot in time and should not be used as a sole indicator for investment decisions, it can be a useful tool in gaining a deeper understanding of the financial landscape.