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
326
$5.8K ﹤0.01%
236
327
$5.76K ﹤0.01%
75
+45
328
$5.64K ﹤0.01%
50
329
$5.6K ﹤0.01%
+9
330
$5.52K ﹤0.01%
182
331
$5.48K ﹤0.01%
6
332
$5.28K ﹤0.01%
223
+4
333
$5.04K ﹤0.01%
273
334
$5.02K ﹤0.01%
+35
335
$5K ﹤0.01%
121
+2
336
$4.99K ﹤0.01%
100
337
$4.97K ﹤0.01%
244
338
$4.94K ﹤0.01%
101
339
$4.91K ﹤0.01%
59
340
$4.85K ﹤0.01%
40
341
$4.81K ﹤0.01%
81
342
$4.81K ﹤0.01%
100
343
$4.71K ﹤0.01%
62
+1
344
$4.7K ﹤0.01%
+21
345
$4.67K ﹤0.01%
26
346
$4.67K ﹤0.01%
+12
347
$4.66K ﹤0.01%
9
+5
348
$4.64K ﹤0.01%
26
349
$4.61K ﹤0.01%
600
350
$4.61K ﹤0.01%
241
+3
12 13
14
15 16