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

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
TSM icon
301
TSMC
TSM
$1.74T
$24.2K ﹤0.01%
87
HOOD icon
302
Robinhood
HOOD
$96.2B
$23.8K ﹤0.01%
166
UBER icon
303
Uber
UBER
$171B
$23.7K ﹤0.01%
242
IUSG icon
304
iShares Core S&P US Growth ETF
IUSG
$27.3B
$23.7K ﹤0.01%
144
SAP icon
305
SAP
SAP
$269B
$23.5K ﹤0.01%
88
ORCL icon
306
Oracle
ORCL
$509B
$22.8K ﹤0.01%
81
+3
VRT icon
307
Vertiv
VRT
$69.8B
$22.8K ﹤0.01%
151
SCHW icon
308
Charles Schwab
SCHW
$182B
$22.8K ﹤0.01%
239
+1
ENB icon
309
Enbridge
ENB
$105B
$22.5K ﹤0.01%
446
-180
GARP
310
iShares MSCI USA Quality GARP ETF
GARP
$1.18B
$22.3K ﹤0.01%
340
CRBG icon
311
Corebridge Financial
CRBG
$15.2B
$22.3K ﹤0.01%
695
BUFR icon
312
FT Vest Fund of Buffer ETFs
BUFR
$8.48B
$22.1K ﹤0.01%
+660
WDAY icon
313
Workday
WDAY
$49.8B
$21.7K ﹤0.01%
90
XLF icon
314
State Street Financial Select Sector SPDR ETF
XLF
$53B
$21.5K ﹤0.01%
400
MNST icon
315
Monster Beverage
MNST
$80.1B
$21.3K ﹤0.01%
317
TECB icon
316
iShares US Tech Breakthrough Multisector ETF
TECB
$438M
$21.3K ﹤0.01%
353
HOG icon
317
Harley-Davidson
HOG
$2.4B
$21K ﹤0.01%
752
ETY icon
318
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.42B
$20.7K ﹤0.01%
1,302
BA icon
319
Boeing
BA
$197B
$20.5K ﹤0.01%
95
LHX icon
320
L3Harris
LHX
$66.4B
$20.5K ﹤0.01%
67
NWG icon
321
NatWest
NWG
$70.6B
$20.4K ﹤0.01%
1,445
+8
ED icon
322
Consolidated Edison
ED
$37.5B
$20.4K ﹤0.01%
203
+1
TLN
323
Talen Energy Corp
TLN
$16.7B
$20.4K ﹤0.01%
48
LDSF icon
324
First Trust Low Duration Strategic Focus ETF
LDSF
$151M
$20K ﹤0.01%
1,048
CLH icon
325
Clean Harbors
CLH
$13.9B
$20K ﹤0.01%
86