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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.16M
3
+$1.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.17M

Top Sells

1
+$2.4M
2
+$1.48M
3
+$1.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$691K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$535K

Sector Composition

1 Consumer Discretionary 2.05%
2 Technology 1.17%
3 Consumer Staples 0.51%
4 Industrials 0.4%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
226
iShares S&P 500 Growth ETF
IVW
$73.5B
$56.8K 0.01%
+502
SDVY icon
227
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
$55.7K 0.01%
1,412
+2
SHEL icon
228
Shell
SHEL
$241B
$55.5K 0.01%
597
RJF icon
229
Raymond James Financial
RJF
$29.3B
$54.8K ﹤0.01%
379
+2
DAL icon
230
Delta Air Lines
DAL
$51.4B
$54.1K ﹤0.01%
814
+2
ISRG icon
231
Intuitive Surgical
ISRG
$148B
$53.5K ﹤0.01%
116
+16
IBM icon
232
IBM
IBM
$264B
$53.3K ﹤0.01%
220
+168
EWX icon
233
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$715M
$53.1K ﹤0.01%
803
UNP icon
234
Union Pacific
UNP
$160B
$52.7K ﹤0.01%
217
-88
BP icon
235
BP
BP
$113B
$52.7K ﹤0.01%
1,121
+100
SPEU icon
236
State Street SPDR Portfolio Europe ETF
SPEU
$708M
$52.4K ﹤0.01%
1,022
NSC icon
237
Norfolk Southern
NSC
$69.6B
$52.3K ﹤0.01%
182
+50
GPC icon
238
Genuine Parts
GPC
$13.4B
$51.9K ﹤0.01%
491
+1
CMCSA icon
239
Comcast
CMCSA
$84.9B
$50.9K ﹤0.01%
1,772
+18
RMT
240
Royce Micro-Cap Trust
RMT
$735M
$50.9K ﹤0.01%
4,496
IBTL icon
241
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$557M
$50.1K ﹤0.01%
2,454
+15
IVE icon
242
iShares S&P 500 Value ETF
IVE
$47.4B
$49.8K ﹤0.01%
236
-41
ORCL icon
243
Oracle
ORCL
$609B
$49.7K ﹤0.01%
338
+35
AEP icon
244
American Electric Power
AEP
$69B
$49.7K ﹤0.01%
379
+3
VZ icon
245
Verizon
VZ
$190B
$49.7K ﹤0.01%
989
+91
INTU icon
246
Intuit
INTU
$83.6B
$49.4K ﹤0.01%
114
+9
AIRR icon
247
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$49.2K ﹤0.01%
444
FNDF icon
248
Schwab Fundamental International Large Company Index ETF
FNDF
$23.9B
$48.9K ﹤0.01%
1,000
+212
UBER icon
249
Uber
UBER
$143B
$48.6K ﹤0.01%
675
+133
FV icon
250
First Trust Dorsey Wright Focus 5 ETF
FV
$3.79B
$48.3K ﹤0.01%
799
+1
8 9
10
11 12