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
SNPS icon
326
Synopsys
SNPS
$84.6B
$19K ﹤0.01%
37
+36
FI icon
327
Fiserv
FI
$38.4B
$18.8K ﹤0.01%
109
+72
ADP icon
328
Automatic Data Processing
ADP
$106B
$18.5K ﹤0.01%
+60
ET icon
329
Energy Transfer Partners
ET
$58.1B
$18.5K ﹤0.01%
1,018
MDYG icon
330
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.44B
$18.4K ﹤0.01%
212
CL icon
331
Colgate-Palmolive
CL
$61.2B
$18.3K ﹤0.01%
+201
COP icon
332
ConocoPhillips
COP
$110B
$18.3K ﹤0.01%
203
+154
TFC icon
333
Truist Financial
TFC
$56.2B
$18.2K ﹤0.01%
424
+1
AMGN icon
334
Amgen
AMGN
$157B
$18.1K ﹤0.01%
65
+39
GLDM icon
335
SPDR Gold MiniShares Trust
GLDM
$21.5B
$17.8K ﹤0.01%
271
HOG icon
336
Harley-Davidson
HOG
$3.28B
$17.7K ﹤0.01%
752
MCHP icon
337
Microchip Technology
MCHP
$33.8B
$17.7K ﹤0.01%
+251
EQIX icon
338
Equinix
EQIX
$78.1B
$17.5K ﹤0.01%
+22
TTE icon
339
TotalEnergies
TTE
$135B
$17.3K ﹤0.01%
281
+266
MDYV icon
340
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$17.2K ﹤0.01%
217
+1
APP icon
341
Applovin
APP
$214B
$17.2K ﹤0.01%
49
+43
SE icon
342
Sea Limited
SE
$92.3B
$17.1K ﹤0.01%
+107
ORCL icon
343
Oracle
ORCL
$785B
$17.1K ﹤0.01%
78
-91
ZG icon
344
Zillow
ZG
$16.7B
$16.9K ﹤0.01%
247
LHX icon
345
L3Harris
LHX
$53.7B
$16.8K ﹤0.01%
+67
SLYG icon
346
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.57B
$16.4K ﹤0.01%
184
ZTS icon
347
Zoetis
ZTS
$63.8B
$16.2K ﹤0.01%
104
+95
UTF icon
348
Cohen & Steers Infrastructure Fund
UTF
$2.31B
$16.1K ﹤0.01%
599
DDOG icon
349
Datadog
DDOG
$54.4B
$16.1K ﹤0.01%
120
BOTZ icon
350
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.22B
$16.1K ﹤0.01%
492