TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$3.81M
3
+$1.88M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.54M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.35M

Top Sells

1
+$11.7M
2
+$1.24M
3
+$1.12M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M

Sector Composition

1 Consumer Discretionary 2.51%
2 Technology 1.18%
3 Consumer Staples 0.4%
4 Financials 0.29%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
Z icon
251
Zillow
Z
$16.5B
$38K ﹤0.01%
493
AIRR icon
252
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.66B
$38K ﹤0.01%
393
IVLU icon
253
iShares MSCI Intl Value Factor ETF
IVLU
$3.43B
$37.5K ﹤0.01%
1,057
OUSA icon
254
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$817M
$37.4K ﹤0.01%
662
GWW icon
255
W.W. Grainger
GWW
$50.3B
$37.2K ﹤0.01%
39
ESGD icon
256
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$36.9K ﹤0.01%
397
-217
MU icon
257
Micron Technology
MU
$450B
$36.2K ﹤0.01%
216
CEG icon
258
Constellation Energy
CEG
$105B
$36K ﹤0.01%
109
ACN icon
259
Accenture
ACN
$173B
$35.9K ﹤0.01%
146
-22
SMH icon
260
VanEck Semiconductor ETF
SMH
$42.9B
$35.9K ﹤0.01%
110
APP icon
261
Applovin
APP
$177B
$35.2K ﹤0.01%
49
BP icon
262
BP
BP
$93.8B
$35.2K ﹤0.01%
1,021
IVES
263
Dan IVES Wedbush AI Revolution ETF
IVES
$1.01B
$34.7K ﹤0.01%
+1,080
QQQE icon
264
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.25B
$34.7K ﹤0.01%
341
+1
MRSH
265
Marsh
MRSH
$89.7B
$33.6K ﹤0.01%
167
+1
ECL icon
266
Ecolab
ECL
$79.8B
$32.9K ﹤0.01%
120
-35
ARGX icon
267
argenx
ARGX
$50.4B
$32.5K ﹤0.01%
44
EMR icon
268
Emerson Electric
EMR
$83B
$31.8K ﹤0.01%
242
-44
PANW icon
269
Palo Alto Networks
PANW
$126B
$31.8K ﹤0.01%
156
CVS icon
270
CVS Health
CVS
$105B
$31.5K ﹤0.01%
417
-10
VST icon
271
Vistra
VST
$54.3B
$31.2K ﹤0.01%
159
GEHC icon
272
GE HealthCare
GEHC
$36.3B
$30.2K ﹤0.01%
402
CRWD icon
273
CrowdStrike
CRWD
$114B
$29.9K ﹤0.01%
61
PFG icon
274
Principal Financial Group
PFG
$20B
$29.9K ﹤0.01%
360
+3
AMP icon
275
Ameriprise Financial
AMP
$46.1B
$29.8K ﹤0.01%
61
+1
9 10
11
12 13