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
$999M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.36M
3
+$1.33M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.23M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.22M

Top Sells

1
+$5.01M
2
+$3.42M
3
+$1.55M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M

Sector Composition

1 Consumer Discretionary 2.14%
2 Technology 1.05%
3 Consumer Staples 0.46%
4 Industrials 0.18%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.68K ﹤0.01%
1,709
302
$8.61K ﹤0.01%
+18
303
$8.36K ﹤0.01%
210
304
$8.03K ﹤0.01%
154
305
$7.97K ﹤0.01%
23
306
$7.88K ﹤0.01%
226
307
$7.87K ﹤0.01%
201
308
$7.85K ﹤0.01%
241
309
$7.84K ﹤0.01%
200
310
$7.8K ﹤0.01%
26
+20
311
$7.69K ﹤0.01%
105
312
$7.61K ﹤0.01%
12
+10
313
$7.6K ﹤0.01%
50
314
$7.12K ﹤0.01%
26
+17
315
$6.92K ﹤0.01%
+24
316
$6.89K ﹤0.01%
18
+15
317
$6.87K ﹤0.01%
+130
318
$6.77K ﹤0.01%
1,161
+28
319
$6.49K ﹤0.01%
51
+49
320
$6.32K ﹤0.01%
38
321
$6.29K ﹤0.01%
207
322
$6.26K ﹤0.01%
15
323
$6.25K ﹤0.01%
107
324
$6.06K ﹤0.01%
200
325
$5.92K ﹤0.01%
10
11 12
13
14 15