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
$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
SCHW icon
301
Charles Schwab
SCHW
$171B
$21.8K ﹤0.01%
238
+190
UPS icon
302
United Parcel Service
UPS
$81.4B
$21.7K ﹤0.01%
+215
IUSG icon
303
iShares Core S&P US Growth ETF
IUSG
$26.7B
$21.6K ﹤0.01%
144
WDAY icon
304
Workday
WDAY
$61.8B
$21.6K ﹤0.01%
90
+83
AMT icon
305
American Tower
AMT
$85.2B
$21.3K ﹤0.01%
96
+79
HUBS icon
306
HubSpot
HUBS
$24.4B
$21.2K ﹤0.01%
+38
BMY icon
307
Bristol-Myers Squibb
BMY
$87.2B
$21.1K ﹤0.01%
455
-165
XLF icon
308
Financial Select Sector SPDR Fund
XLF
$54B
$20.9K ﹤0.01%
400
SHOP icon
309
Shopify
SHOP
$233B
$20.6K ﹤0.01%
179
+175
SYK icon
310
Stryker
SYK
$142B
$20.6K ﹤0.01%
52
+51
GARP
311
iShares MSCI USA Quality GARP ETF
GARP
$746M
$20.5K ﹤0.01%
340
+1
RELX icon
312
RELX
RELX
$82.7B
$20.5K ﹤0.01%
377
+277
NWG icon
313
NatWest
NWG
$62.6B
$20.3K ﹤0.01%
+1,437
TECB icon
314
iShares US Tech Breakthrough Multisector ETF
TECB
$480M
$20.3K ﹤0.01%
353
ED icon
315
Consolidated Edison
ED
$35.4B
$20.2K ﹤0.01%
+202
ETY icon
316
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.48B
$20.1K ﹤0.01%
1,302
ETG
317
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.67B
$20K ﹤0.01%
953
LDSF icon
318
First Trust Low Duration Strategic Focus ETF
LDSF
$131M
$19.9K ﹤0.01%
1,048
BA icon
319
Boeing
BA
$164B
$19.9K ﹤0.01%
95
+25
CLH icon
320
Clean Harbors
CLH
$11.7B
$19.9K ﹤0.01%
+86
MNST icon
321
Monster Beverage
MNST
$66.4B
$19.9K ﹤0.01%
317
+277
TSM icon
322
TSMC
TSM
$1.58T
$19.6K ﹤0.01%
87
+13
AMED
323
DELISTED
Amedisys
AMED
$19.6K ﹤0.01%
199
VRT icon
324
Vertiv
VRT
$75.4B
$19.4K ﹤0.01%
151
+145
DKNG icon
325
DraftKings
DKNG
$15.3B
$19K ﹤0.01%
443
+243