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
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFG icon
276
Principal Financial Group
PFG
$19.6B
$28.3K ﹤0.01%
357
+4
XSHQ icon
277
Invesco S&P SmallCap Quality ETF
XSHQ
$258M
$27.5K ﹤0.01%
675
SAP icon
278
SAP
SAP
$285B
$26.8K ﹤0.01%
88
+76
MU icon
279
Micron Technology
MU
$280B
$26.6K ﹤0.01%
216
+186
AVEM icon
280
Avantis Emerging Markets Equity ETF
AVEM
$15B
$26.6K ﹤0.01%
388
+4
PEG icon
281
Public Service Enterprise Group
PEG
$40.3B
$26.6K ﹤0.01%
316
+303
KMI icon
282
Kinder Morgan
KMI
$58.6B
$26.4K ﹤0.01%
897
LQD icon
283
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.8B
$26.3K ﹤0.01%
240
PFE icon
284
Pfizer
PFE
$142B
$26K ﹤0.01%
1,074
+304
EQT icon
285
EQT Corp
EQT
$33.6B
$26K ﹤0.01%
+445
CRBG icon
286
Corebridge Financial
CRBG
$15.4B
$24.7K ﹤0.01%
+695
FHN icon
287
First Horizon
FHN
$11.8B
$24.3K ﹤0.01%
1,147
+762
ARGX icon
288
argenx
ARGX
$52.2B
$24.3K ﹤0.01%
+44
LAZ icon
289
Lazard
LAZ
$4.79B
$24.3K ﹤0.01%
+505
SHW icon
290
Sherwin-Williams
SHW
$80.7B
$24.1K ﹤0.01%
70
+52
AIT icon
291
Applied Industrial Technologies
AIT
$9.79B
$23.8K ﹤0.01%
103
SHE icon
292
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$279M
$23.8K ﹤0.01%
191
+1
SONY icon
293
Sony
SONY
$155B
$23.7K ﹤0.01%
910
+765
SHY icon
294
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
$23.6K ﹤0.01%
285
+3
ELV icon
295
Elevance Health
ELV
$76.6B
$23.5K ﹤0.01%
60
ITW icon
296
Illinois Tool Works
ITW
$72.9B
$23.4K ﹤0.01%
95
+53
OTIS icon
297
Otis Worldwide
OTIS
$34B
$23.3K ﹤0.01%
235
+215
TJX icon
298
TJX Companies
TJX
$172B
$23.2K ﹤0.01%
187
+47
VWO icon
299
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$22.9K ﹤0.01%
463
UBER icon
300
Uber
UBER
$166B
$22.6K ﹤0.01%
242
+218