TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
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
+$7.34M
2
+$3.79M
3
+$1.88M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.52M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.35M

Top Sells

1
+$11.2M
2
+$1.24M
3
+$1.12M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.03M

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
$10.6B
$38K ﹤0.01%
493
AIRR icon
252
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.32B
$38K ﹤0.01%
393
IVLU icon
253
iShares MSCI Intl Value Factor ETF
IVLU
$3.84B
$37.5K ﹤0.01%
1,057
OUSA icon
254
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$768M
$37.4K ﹤0.01%
662
GWW icon
255
W.W. Grainger
GWW
$52.4B
$37.2K ﹤0.01%
39
ESGD icon
256
iShares ESG Aware MSCI EAFE ETF
ESGD
$11B
$36.9K ﹤0.01%
397
-217
MU icon
257
Micron Technology
MU
$454B
$36.2K ﹤0.01%
216
CEG icon
258
Constellation Energy
CEG
$115B
$36K ﹤0.01%
109
ACN icon
259
Accenture
ACN
$124B
$35.9K ﹤0.01%
146
-22
SMH icon
260
VanEck Semiconductor ETF
SMH
$44.9B
$35.9K ﹤0.01%
110
APP icon
261
Applovin
APP
$161B
$35.2K ﹤0.01%
49
BP icon
262
BP
BP
$102B
$35.2K ﹤0.01%
1,021
IVES
263
Dan IVES Wedbush AI Revolution ETF
IVES
$922M
$34.7K ﹤0.01%
+1,080
QQQE icon
264
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.16B
$34.7K ﹤0.01%
341
+1
MRSH
265
Marsh
MRSH
$84.2B
$33.6K ﹤0.01%
167
+1
ECL icon
266
Ecolab
ECL
$79.3B
$32.9K ﹤0.01%
120
-35
ARGX icon
267
argenx
ARGX
$46B
$32.5K ﹤0.01%
44
EMR icon
268
Emerson Electric
EMR
$78.7B
$31.8K ﹤0.01%
242
-44
PANW icon
269
Palo Alto Networks
PANW
$135B
$31.8K ﹤0.01%
156
CVS icon
270
CVS Health
CVS
$97.1B
$31.5K ﹤0.01%
417
-10
VST icon
271
Vistra
VST
$55.7B
$31.2K ﹤0.01%
159
GEHC icon
272
GE HealthCare
GEHC
$33.1B
$30.2K ﹤0.01%
402
CRWD icon
273
CrowdStrike
CRWD
$110B
$29.9K ﹤0.01%
61
PFG icon
274
Principal Financial Group
PFG
$19.5B
$29.9K ﹤0.01%
360
+3
AMP icon
275
Ameriprise Financial
AMP
$41.6B
$29.8K ﹤0.01%
61
+1
9 10
11
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