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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$2.16M
3 +$1.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.17M

Sector Composition

1 Consumer Discretionary 2.05%
2 Technology 1.17%
3 Consumer Staples 0.51%
4 Industrials 0.4%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLTR icon
301
Palantir
PLTR
$327B
$31K ﹤0.01%
212
-83
AVY icon
302
Avery Dennison
AVY
$11.7B
$30.9K ﹤0.01%
179
+1
IVES
303
Dan IVES Wedbush AI Revolution ETF
IVES
$1.12B
$30.8K ﹤0.01%
1,084
TTE icon
304
TotalEnergies
TTE
$197B
$30.4K ﹤0.01%
334
+53
CEG icon
305
Constellation Energy
CEG
$89.5B
$30.3K ﹤0.01%
109
PFE icon
306
Pfizer
PFE
$146B
$30K ﹤0.01%
1,069
+7
IBIT icon
307
iShares Bitcoin Trust
IBIT
$49B
$30K ﹤0.01%
781
DIVO icon
308
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.09B
$29.8K ﹤0.01%
+665
IWO icon
309
iShares Russell 2000 Growth ETF
IWO
$14.3B
$29.3K ﹤0.01%
93
COST icon
310
Costco
COST
$432B
$29.1K ﹤0.01%
29
+22
VSS icon
311
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$28.9K ﹤0.01%
198
GEHC icon
312
GE HealthCare
GEHC
$29.4B
$28.6K ﹤0.01%
402
TSME icon
313
Thrivent Small-Mid Cap ESG ETF
TSME
$930M
$28.6K ﹤0.01%
+688
XSHQ icon
314
Invesco S&P SmallCap Quality ETF
XSHQ
$237M
$28.5K ﹤0.01%
675
DBC icon
315
Invesco DB Commodity Index Tracking Fund
DBC
$1.7B
$27.8K ﹤0.01%
960
EPR icon
316
EPR Properties
EPR
$4.41B
$27.6K ﹤0.01%
553
+452
SHOP icon
317
Shopify
SHOP
$144B
$27.4K ﹤0.01%
231
+52
C icon
318
Citigroup
C
$227B
$27.3K ﹤0.01%
240
AIT icon
319
Applied Industrial Technologies
AIT
$11.6B
$27.2K ﹤0.01%
103
RIO icon
320
Rio Tinto
RIO
$164B
$26.5K ﹤0.01%
285
ARKK icon
321
ARK Innovation ETF
ARKK
$6.71B
$26.4K ﹤0.01%
391
FHN icon
322
First Horizon
FHN
$11.5B
$26.3K ﹤0.01%
1,155
+3
LQD icon
323
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
$26.2K ﹤0.01%
240
PEG icon
324
Public Service Enterprise Group
PEG
$38.7B
$26.2K ﹤0.01%
323
+3
SWK icon
325
Stanley Black & Decker
SWK
$12.2B
$25.7K ﹤0.01%
361
+4