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
$1.11B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$7.62M
2 +$3.81M
3 +$1.88M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.54M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.35M

Sector Composition

1 Consumer Discretionary 2.51%
2 Technology 1.18%
3 Consumer Staples 0.4%
4 Financials 0.29%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELV icon
326
Elevance Health
ELV
$82.5B
$19.6K ﹤0.01%
61
+1
NEM icon
327
Newmont
NEM
$136B
$19.5K ﹤0.01%
231
MDYG icon
328
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.59B
$19.5K ﹤0.01%
212
COP icon
329
ConocoPhillips
COP
$122B
$19.3K ﹤0.01%
204
+1
SYK icon
330
Stryker
SYK
$136B
$19.2K ﹤0.01%
52
SE icon
331
Sea Limited
SE
$73.9B
$19.1K ﹤0.01%
107
PSKY
332
Paramount Skydance Corp
PSKY
$12.9B
$19K ﹤0.01%
+1,002
BABA icon
333
Alibaba
BABA
$414B
$18.9K ﹤0.01%
105
+1
AMT icon
334
American Tower
AMT
$83.7B
$18.6K ﹤0.01%
97
+1
TMO icon
335
Thermo Fisher Scientific
TMO
$235B
$18.4K ﹤0.01%
38
AMGN icon
336
Amgen
AMGN
$186B
$18.4K ﹤0.01%
65
OTIS icon
337
Otis Worldwide
OTIS
$35.5B
$18.4K ﹤0.01%
201
-34
TFC icon
338
Truist Financial
TFC
$62.6B
$18.4K ﹤0.01%
402
-22
ZG icon
339
Zillow
ZG
$16.3B
$18.4K ﹤0.01%
247
SNPS icon
340
Synopsys
SNPS
$95.9B
$18.3K ﹤0.01%
37
MDYV icon
341
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.58B
$18.2K ﹤0.01%
218
+1
HOUS
342
DELISTED
Anywhere Real Estate
HOUS
$18.1K ﹤0.01%
1,709
RELX icon
343
RELX
RELX
$72.4B
$18K ﹤0.01%
377
HUBS icon
344
HubSpot
HUBS
$16.9B
$17.8K ﹤0.01%
38
ADP icon
345
Automatic Data Processing
ADP
$104B
$17.7K ﹤0.01%
60
ET icon
346
Energy Transfer Partners
ET
$61.8B
$17.5K ﹤0.01%
1,018
BOTZ icon
347
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.37B
$17.5K ﹤0.01%
493
+1
SLYG icon
348
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.77B
$17.4K ﹤0.01%
185
+1
AZN icon
349
AstraZeneca
AZN
$288B
$17.3K ﹤0.01%
226
EQIX icon
350
Equinix
EQIX
$77.7B
$17.2K ﹤0.01%
22