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
TJX icon
301
TJX Companies
TJX
$177B
$28.8K ﹤0.01%
188
SHOP icon
302
Shopify
SHOP
$169B
$28.8K ﹤0.01%
179
CRWD icon
303
CrowdStrike
CRWD
$110B
$28.6K ﹤0.01%
61
XSHQ icon
304
Invesco S&P SmallCap Quality ETF
XSHQ
$237M
$28.4K ﹤0.01%
675
VSS icon
305
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
$28.4K ﹤0.01%
198
-174
TXN icon
306
Texas Instruments
TXN
$179B
$28.1K ﹤0.01%
+162
C icon
307
Citigroup
C
$191B
$28.1K ﹤0.01%
+240
FHN icon
308
First Horizon
FHN
$11.1B
$27.5K ﹤0.01%
1,152
+3
CR icon
309
Crane Co
CR
$11B
$27.3K ﹤0.01%
+148
ICSH icon
310
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
$27.2K ﹤0.01%
539
+519
LMT icon
311
Lockheed Martin
LMT
$150B
$26.8K ﹤0.01%
55
+45
SWK icon
312
Stanley Black & Decker
SWK
$11.5B
$26.5K ﹤0.01%
357
+4
PFE icon
313
Pfizer
PFE
$154B
$26.5K ﹤0.01%
1,062
+6
LQD icon
314
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$26.4K ﹤0.01%
240
AIT icon
315
Applied Industrial Technologies
AIT
$9.86B
$26.3K ﹤0.01%
103
CL icon
316
Colgate-Palmolive
CL
$74.1B
$25.7K ﹤0.01%
326
+124
PEG icon
317
Public Service Enterprise Group
PEG
$41.5B
$25.7K ﹤0.01%
320
+2
NWG icon
318
NatWest
NWG
$63.7B
$25.7K ﹤0.01%
1,468
+23
VST icon
319
Vistra
VST
$55.7B
$25.7K ﹤0.01%
159
TIP icon
320
iShares TIPS Bond ETF
TIP
$14.3B
$25.4K ﹤0.01%
+231
SHE icon
321
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$276M
$25.3K ﹤0.01%
192
+1
VWO icon
322
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$25.1K ﹤0.01%
466
+2
LAZ icon
323
Lazard
LAZ
$4.04B
$25K ﹤0.01%
515
+5
VRT icon
324
Vertiv
VRT
$103B
$24.5K ﹤0.01%
151
SONY icon
325
Sony
SONY
$129B
$24.4K ﹤0.01%
955
+45