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
TECK icon
376
Teck Resources
TECK
$25.9B
$14.1K ﹤0.01%
322
FISV
377
Fiserv Inc
FISV
$36.3B
$14.1K ﹤0.01%
109
ING icon
378
ING
ING
$83B
$14K ﹤0.01%
536
+7
MTB icon
379
M&T Bank
MTB
$32.9B
$14K ﹤0.01%
71
+1
APO icon
380
Apollo Global Management
APO
$79.1B
$13.9K ﹤0.01%
104
SNOW icon
381
Snowflake
SNOW
$71.8B
$13.8K ﹤0.01%
61
BBVA icon
382
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$13.6K ﹤0.01%
709
MSCI icon
383
MSCI
MSCI
$44.3B
$13.6K ﹤0.01%
24
RIO icon
384
Rio Tinto
RIO
$180B
$13.5K ﹤0.01%
205
+5
LIN icon
385
Linde
LIN
$211B
$13.4K ﹤0.01%
28
EOG icon
386
EOG Resources
EOG
$58.8B
$13.3K ﹤0.01%
119
+1
PCG icon
387
PG&E
PCG
$32.9B
$13.1K ﹤0.01%
870
PINS icon
388
Pinterest
PINS
$17.5B
$13.1K ﹤0.01%
406
ARES icon
389
Ares Management
ARES
$34.3B
$12.8K ﹤0.01%
80
MUFG icon
390
Mitsubishi UFJ Financial
MUFG
$203B
$12.8K ﹤0.01%
802
+2
UPS icon
391
United Parcel Service
UPS
$91.6B
$12.8K ﹤0.01%
153
-62
PODD icon
392
Insulet
PODD
$19.1B
$12.7K ﹤0.01%
41
PAGP icon
393
Plains GP Holdings
PAGP
$4.02B
$12.6K ﹤0.01%
690
PLD icon
394
Prologis
PLD
$118B
$12.5K ﹤0.01%
109
+1
TMUS icon
395
T-Mobile US
TMUS
$208B
$12.2K ﹤0.01%
51
DGX icon
396
Quest Diagnostics
DGX
$20.1B
$11.9K ﹤0.01%
62
SPOT icon
397
Spotify
SPOT
$106B
$11.9K ﹤0.01%
17
TT icon
398
Trane Technologies
TT
$85.6B
$11.9K ﹤0.01%
28
DOCS icon
399
Doximity
DOCS
$7.65B
$11.8K ﹤0.01%
161
LULU icon
400
lululemon athletica
LULU
$22.4B
$11.6K ﹤0.01%
65