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
351
$4.58K ﹤0.01%
80
352
$4.42K ﹤0.01%
+9
353
$4.41K ﹤0.01%
89
354
$4.25K ﹤0.01%
9
+6
355
$4.13K ﹤0.01%
20
356
$4.11K ﹤0.01%
+49
357
$3.98K ﹤0.01%
80
358
$3.97K ﹤0.01%
+50
359
$3.95K ﹤0.01%
+17
360
$3.91K ﹤0.01%
100
361
$3.8K ﹤0.01%
71
+1
362
$3.73K ﹤0.01%
15
363
$3.72K ﹤0.01%
352
364
$3.69K ﹤0.01%
412
365
$3.57K ﹤0.01%
+62
366
$3.57K ﹤0.01%
14
367
$3.47K ﹤0.01%
7
368
$3.39K ﹤0.01%
2
369
$3.34K ﹤0.01%
+4
370
$3.34K ﹤0.01%
12
371
$3.33K ﹤0.01%
+34
372
$3.31K ﹤0.01%
50
373
$3.27K ﹤0.01%
219
374
$3.27K ﹤0.01%
200
375
$3.27K ﹤0.01%
80
13 14
15
16 17