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
276
$12.3K ﹤0.01%
545
+5
277
$12.2K ﹤0.01%
224
278
$12.1K ﹤0.01%
420
+1
279
$12K ﹤0.01%
275
280
$11.7K ﹤0.01%
33
+29
281
$11.3K ﹤0.01%
56
+12
282
$11.1K ﹤0.01%
132
283
$11K ﹤0.01%
42
284
$10.8K ﹤0.01%
54
285
$10.6K ﹤0.01%
36
286
$10.5K ﹤0.01%
145
287
$10.5K ﹤0.01%
984
+4
288
$10.4K ﹤0.01%
60
+10
289
$10.3K ﹤0.01%
203
+1
290
$10K ﹤0.01%
205
291
$9.99K ﹤0.01%
744
292
$9.86K ﹤0.01%
40
293
$9.68K ﹤0.01%
72
+1
294
$9.63K ﹤0.01%
100
295
$9.37K ﹤0.01%
79
296
$9.16K ﹤0.01%
589
297
$9.08K ﹤0.01%
500
298
$9.06K ﹤0.01%
130
299
$8.83K ﹤0.01%
117
+1
300
$8.81K ﹤0.01%
151
10 11
12
13 14