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
$999M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.36M
3
+$1.33M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.23M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.22M

Top Sells

1
+$5.01M
2
+$3.42M
3
+$1.55M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M

Sector Composition

1 Consumer Discretionary 2.14%
2 Technology 1.05%
3 Consumer Staples 0.46%
4 Industrials 0.18%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19.2K ﹤0.01%
199
252
$18.9K ﹤0.01%
143
253
$18.5K ﹤0.01%
211
+1
254
$18.1K ﹤0.01%
400
255
$18.1K ﹤0.01%
352
256
$17.6K ﹤0.01%
65
257
$17.2K ﹤0.01%
101
-120
258
$17.1K ﹤0.01%
294
+3
259
$17K ﹤0.01%
183
+1
260
$17K ﹤0.01%
214
+1
261
$16.4K ﹤0.01%
140
+110
262
$16.3K ﹤0.01%
1,018
263
$16K ﹤0.01%
278
264
$15.8K ﹤0.01%
182
+1
265
$15.8K ﹤0.01%
492
+1
266
$15.6K ﹤0.01%
429
267
$15.4K ﹤0.01%
+90
268
$15.3K ﹤0.01%
+290
269
$15.3K ﹤0.01%
247
270
$15.2K ﹤0.01%
198
+1
271
$14.5K ﹤0.01%
729
272
$13.8K ﹤0.01%
120
273
$13.3K ﹤0.01%
1,615
+848
274
$13K ﹤0.01%
104
275
$12.9K ﹤0.01%
74
+66
9 10
11
12 13