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
$1.06B
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
$173B
$21.8K ﹤0.01%
238
+190
UPS icon
302
United Parcel Service
UPS
$86.6B
$21.7K ﹤0.01%
+215
IUSG icon
303
iShares Core S&P US Growth ETF
IUSG
$25.8B
$21.6K ﹤0.01%
144
WDAY icon
304
Workday
WDAY
$57.4B
$21.6K ﹤0.01%
90
+83
AMT icon
305
American Tower
AMT
$81.6B
$21.3K ﹤0.01%
96
+79
HUBS icon
306
HubSpot
HUBS
$20.4B
$21.2K ﹤0.01%
+38
BMY icon
307
Bristol-Myers Squibb
BMY
$109B
$21.1K ﹤0.01%
455
-165
XLF icon
308
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$20.9K ﹤0.01%
400
SHOP icon
309
Shopify
SHOP
$217B
$20.6K ﹤0.01%
179
+175
SYK icon
310
Stryker
SYK
$135B
$20.6K ﹤0.01%
52
+51
GARP
311
iShares MSCI USA Quality GARP ETF
GARP
$1.06B
$20.5K ﹤0.01%
340
+1
RELX icon
312
RELX
RELX
$73.9B
$20.5K ﹤0.01%
377
+277
NWG icon
313
NatWest
NWG
$68.5B
$20.3K ﹤0.01%
+1,437
TECB icon
314
iShares US Tech Breakthrough Multisector ETF
TECB
$437M
$20.3K ﹤0.01%
353
ED icon
315
Consolidated Edison
ED
$36.1B
$20.2K ﹤0.01%
+202
ETY icon
316
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.36B
$20.1K ﹤0.01%
1,302
ETG
317
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.68B
$20K ﹤0.01%
953
LDSF icon
318
First Trust Low Duration Strategic Focus ETF
LDSF
$140M
$19.9K ﹤0.01%
1,048
BA icon
319
Boeing
BA
$163B
$19.9K ﹤0.01%
95
+25
CLH icon
320
Clean Harbors
CLH
$12.8B
$19.9K ﹤0.01%
+86
MNST icon
321
Monster Beverage
MNST
$73.7B
$19.9K ﹤0.01%
317
+277
TSM icon
322
TSMC
TSM
$1.48T
$19.6K ﹤0.01%
87
+13
AMED
323
DELISTED
Amedisys
AMED
$19.6K ﹤0.01%
199
VRT icon
324
Vertiv
VRT
$59B
$19.4K ﹤0.01%
151
+145
DKNG icon
325
DraftKings
DKNG
$17B
$19K ﹤0.01%
443
+243