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
$1.13B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.29%
3 Consumer Staples 0.42%
4 Industrials 0.33%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BP icon
276
BP
BP
$119B
$35.5K ﹤0.01%
1,021
QQQE icon
277
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.26B
$35K ﹤0.01%
342
+1
ACN icon
278
Accenture
ACN
$109B
$34.8K ﹤0.01%
130
-16
IVES
279
Dan IVES Wedbush AI Revolution ETF
IVES
$1.02B
$34.3K ﹤0.01%
1,084
+4
CGDV icon
280
Capital Group Dividend Value ETF
CGDV
$32.1B
$34K ﹤0.01%
+779
VRTX icon
281
Vertex Pharmaceuticals
VRTX
$109B
$34K ﹤0.01%
75
Z icon
282
Zillow
Z
$10.4B
$33.6K ﹤0.01%
493
KMI icon
283
Kinder Morgan
KMI
$70.6B
$33.5K ﹤0.01%
1,220
+323
DOV icon
284
Dover
DOV
$30.7B
$33.5K ﹤0.01%
172
+1
ROK icon
285
Rockwell Automation
ROK
$45.1B
$33.5K ﹤0.01%
+86
APP icon
286
Applovin
APP
$153B
$33K ﹤0.01%
49
GEHC icon
287
GE HealthCare
GEHC
$31.9B
$33K ﹤0.01%
402
AVDV icon
288
Avantis International Small Cap Value ETF
AVDV
$18.6B
$32.7K ﹤0.01%
+348
AVY icon
289
Avery Dennison
AVY
$12.9B
$32.3K ﹤0.01%
178
+1
TDVG icon
290
T. Rowe Price Dividend Growth ETF
TDVG
$1.29B
$32.3K ﹤0.01%
+718
EMR icon
291
Emerson Electric
EMR
$80.1B
$32.3K ﹤0.01%
243
+1
PFG icon
292
Principal Financial Group
PFG
$21.5B
$32.1K ﹤0.01%
363
+3
SBUX icon
293
Starbucks
SBUX
$112B
$31.7K ﹤0.01%
377
-132
ECL icon
294
Ecolab
ECL
$76.7B
$31.7K ﹤0.01%
121
+1
VOE icon
295
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$31K ﹤0.01%
+175
AVEM icon
296
Avantis Emerging Markets Equity ETF
AVEM
$22.9B
$30.4K ﹤0.01%
394
+6
IWO icon
297
iShares Russell 2000 Growth ETF
IWO
$13.8B
$30.1K ﹤0.01%
+93
ARKK icon
298
ARK Innovation ETF
ARKK
$6.85B
$30.1K ﹤0.01%
+391
AMP icon
299
Ameriprise Financial
AMP
$41.7B
$29.8K ﹤0.01%
61
BDX icon
300
Becton Dickinson
BDX
$44B
$29.6K ﹤0.01%
153
+1