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
OMF icon
351
OneMain Financial
OMF
$6.66B
$16K ﹤0.01%
+281
AZN icon
352
AstraZeneca
AZN
$255B
$15.8K ﹤0.01%
226
+110
EXG icon
353
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.82B
$15.7K ﹤0.01%
1,799
HOOD icon
354
Robinhood
HOOD
$129B
$15.5K ﹤0.01%
+166
LULU icon
355
lululemon athletica
LULU
$20.2B
$15.4K ﹤0.01%
65
TMO icon
356
Thermo Fisher Scientific
TMO
$211B
$15.4K ﹤0.01%
38
+29
IMCV icon
357
iShares Morningstar Mid-Cap Value ETF
IMCV
$835M
$15.4K ﹤0.01%
202
+1
EVT icon
358
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
$15.2K ﹤0.01%
631
B
359
Barrick Mining
B
$54.7B
$15.2K ﹤0.01%
+729
MTG icon
360
MGIC Investment
MTG
$6.08B
$14.9K ﹤0.01%
+537
PPL icon
361
PPL Corp
PPL
$27B
$14.9K ﹤0.01%
+441
SLYV icon
362
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.12B
$14.8K ﹤0.01%
185
+1
TKO icon
363
TKO Group
TKO
$15.3B
$14.8K ﹤0.01%
81
+75
APO icon
364
Apollo Global Management
APO
$71.4B
$14.8K ﹤0.01%
104
PINS icon
365
Pinterest
PINS
$22.3B
$14.6K ﹤0.01%
+406
DUK icon
366
Duke Energy
DUK
$96.7B
$14.3K ﹤0.01%
+121
AMD icon
367
Advanced Micro Devices
AMD
$429B
$14.2K ﹤0.01%
100
-33
EOG icon
368
EOG Resources
EOG
$57.9B
$14.1K ﹤0.01%
118
+111
TLN
369
Talen Energy Corp
TLN
$18.2B
$14K ﹤0.01%
+48
XYZ
370
Block Inc
XYZ
$46.6B
$13.9K ﹤0.01%
+205
ARES icon
371
Ares Management
ARES
$33B
$13.9K ﹤0.01%
+80
MSCI icon
372
MSCI
MSCI
$42.7B
$13.8K ﹤0.01%
24
+23
CMG icon
373
Chipotle Mexican Grill
CMG
$53.3B
$13.7K ﹤0.01%
244
+136
MTB icon
374
M&T Bank
MTB
$27.9B
$13.7K ﹤0.01%
70
+50
USB icon
375
US Bancorp
USB
$72.6B
$13.7K ﹤0.01%
302
+4