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
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$4.18M
3 +$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VWO icon
251
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$20.9K ﹤0.01%
463
-1,320
XLF icon
252
Financial Select Sector SPDR Fund
XLF
$54B
$19.9K ﹤0.01%
400
IUSB icon
253
iShares Core Total USD Bond Market ETF
IUSB
$33.7B
$19.8K ﹤0.01%
430
+3
LDSF icon
254
First Trust Low Duration Strategic Focus ETF
LDSF
$131M
$19.8K ﹤0.01%
1,048
PFE icon
255
Pfizer
PFE
$140B
$19.5K ﹤0.01%
770
+3
HOG icon
256
Harley-Davidson
HOG
$3.3B
$19K ﹤0.01%
752
ET icon
257
Energy Transfer Partners
ET
$57.6B
$18.9K ﹤0.01%
1,018
ETY icon
258
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.48B
$18.6K ﹤0.01%
+1,302
AMED
259
DELISTED
Amedisys
AMED
$18.4K ﹤0.01%
199
LULU icon
260
lululemon athletica
LULU
$20.9B
$18.4K ﹤0.01%
65
IUSG icon
261
iShares Core S&P US Growth ETF
IUSG
$26.8B
$18.2K ﹤0.01%
144
+1
ABT icon
262
Abbott
ABT
$218B
$18.1K ﹤0.01%
136
+81
TFC icon
263
Truist Financial
TFC
$56.6B
$17.4K ﹤0.01%
423
+397
ETG
264
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.67B
$17.4K ﹤0.01%
+953
GARP
265
iShares MSCI USA Quality GARP ETF
GARP
$747M
$17.3K ﹤0.01%
+339
EMR icon
266
Emerson Electric
EMR
$76.7B
$17.3K ﹤0.01%
158
+1
TECB icon
267
iShares US Tech Breakthrough Multisector ETF
TECB
$480M
$17.3K ﹤0.01%
353
BLK icon
268
Blackrock
BLK
$173B
$17.1K ﹤0.01%
+18
TJX icon
269
TJX Companies
TJX
$160B
$17.1K ﹤0.01%
140
MDYG icon
270
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.45B
$16.8K ﹤0.01%
212
+1
GLDM icon
271
SPDR Gold MiniShares Trust
GLDM
$21.8B
$16.8K ﹤0.01%
271
+117
MDYV icon
272
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.44B
$16.6K ﹤0.01%
216
+1
ZG icon
273
Zillow
ZG
$17.2B
$16.5K ﹤0.01%
247
STPZ icon
274
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$451M
$15.8K ﹤0.01%
292
+1
FMB icon
275
First Trust Managed Municipal ETF
FMB
$1.92B
$15.7K ﹤0.01%
312
+2