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
FCX icon
276
Freeport-McMoran
FCX
$86.7B
$29.4K ﹤0.01%
750
VRTX icon
277
Vertex Pharmaceuticals
VRTX
$119B
$29.4K ﹤0.01%
75
AVEM icon
278
Avantis Emerging Markets Equity ETF
AVEM
$17.6B
$29.2K ﹤0.01%
388
XSHQ icon
279
Invesco S&P SmallCap Quality ETF
XSHQ
$256M
$29K ﹤0.01%
675
AVY icon
280
Avery Dennison
AVY
$14.5B
$28.7K ﹤0.01%
177
-49
DOV icon
281
Dover
DOV
$28.4B
$28.5K ﹤0.01%
171
BDX icon
282
Becton Dickinson
BDX
$57.5B
$28.4K ﹤0.01%
152
-24
AIG icon
283
American International
AIG
$39B
$27.2K ﹤0.01%
346
TJX icon
284
TJX Companies
TJX
$170B
$27.1K ﹤0.01%
188
+1
LAZ icon
285
Lazard
LAZ
$4.87B
$26.9K ﹤0.01%
510
+5
PFE icon
286
Pfizer
PFE
$146B
$26.9K ﹤0.01%
1,056
-18
AIT icon
287
Applied Industrial Technologies
AIT
$10.6B
$26.8K ﹤0.01%
103
LQD icon
288
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$28B
$26.8K ﹤0.01%
240
SHOP icon
289
Shopify
SHOP
$180B
$26.6K ﹤0.01%
179
CRM icon
290
Salesforce
CRM
$214B
$26.6K ﹤0.01%
112
PEG icon
291
Public Service Enterprise Group
PEG
$39.1B
$26.5K ﹤0.01%
318
+2
SWK icon
292
Stanley Black & Decker
SWK
$12.8B
$26.2K ﹤0.01%
353
-87
SONY icon
293
Sony
SONY
$138B
$26.2K ﹤0.01%
910
FHN icon
294
First Horizon
FHN
$11.6B
$26K ﹤0.01%
1,149
+2
KMI icon
295
Kinder Morgan
KMI
$65.8B
$25.4K ﹤0.01%
897
VWO icon
296
Vanguard FTSE Emerging Markets ETF
VWO
$112B
$25.1K ﹤0.01%
464
+1
ITW icon
297
Illinois Tool Works
ITW
$74.9B
$24.8K ﹤0.01%
95
SHE icon
298
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$292M
$24.4K ﹤0.01%
191
SHW icon
299
Sherwin-Williams
SHW
$86.4B
$24.3K ﹤0.01%
70
EQT icon
300
EQT Corp
EQT
$34.6B
$24.2K ﹤0.01%
445
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