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
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$4.18M
3 +$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AZN icon
326
AstraZeneca
AZN
$255B
$8.5K ﹤0.01%
116
+69
BLV icon
327
Vanguard Long-Term Bond ETF
BLV
$5.76B
$8.46K ﹤0.01%
120
+1
WBD icon
328
Warner Bros
WBD
$55.6B
$8.23K ﹤0.01%
767
FI icon
329
Fiserv
FI
$35.9B
$8.17K ﹤0.01%
37
AMGN icon
330
Amgen
AMGN
$161B
$8.16K ﹤0.01%
+26
NKE icon
331
Nike
NKE
$95.5B
$8.13K ﹤0.01%
128
+112
TRV icon
332
Travelers Companies
TRV
$59.9B
$8.07K ﹤0.01%
31
+21
SPGP icon
333
Invesco S&P 500 GARP ETF
SPGP
$2.65B
$7.75K ﹤0.01%
78
+1
CTSH icon
334
Cognizant
CTSH
$35.2B
$7.68K ﹤0.01%
+100
IAU icon
335
iShares Gold Trust
IAU
$60.9B
$7.67K ﹤0.01%
130
+50
FHN icon
336
First Horizon
FHN
$10.7B
$7.48K ﹤0.01%
385
+330
CB icon
337
Chubb
CB
$109B
$7.3K ﹤0.01%
24
XLK icon
338
Technology Select Sector SPDR Fund
XLK
$98.9B
$7.24K ﹤0.01%
+35
IQLT icon
339
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
$7.22K ﹤0.01%
+182
DELL icon
340
Dell
DELL
$109B
$7.2K ﹤0.01%
79
WSO icon
341
Watsco Inc
WSO
$14.9B
$7.2K ﹤0.01%
14
WAB icon
342
Wabtec
WAB
$35B
$7.18K ﹤0.01%
40
PLTR icon
343
Palantir
PLTR
$476B
$7.17K ﹤0.01%
+85
MA icon
344
Mastercard
MA
$496B
$7.16K ﹤0.01%
13
JOE icon
345
St. Joe Company
JOE
$3.28B
$7.13K ﹤0.01%
152
+1
DE icon
346
Deere & Co
DE
$125B
$7.04K ﹤0.01%
15
CRM icon
347
Salesforce
CRM
$248B
$7K ﹤0.01%
26
ETO
348
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$465M
$6.95K ﹤0.01%
+283
ABR icon
349
Arbor Realty Trust
ABR
$1.94B
$6.92K ﹤0.01%
589
EMXC icon
350
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$6.89K ﹤0.01%
+125