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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.16M
3
+$1.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.17M

Top Sells

1
+$2.4M
2
+$1.48M
3
+$1.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$691K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$535K

Sector Composition

1 Consumer Discretionary 2.05%
2 Technology 1.17%
3 Consumer Staples 0.51%
4 Industrials 0.4%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
376
Truist Financial
TFC
$62B
$18.9K ﹤0.01%
410
+4
MDYV icon
377
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.62B
$18.7K ﹤0.01%
220
+1
MA icon
378
Mastercard
MA
$435B
$18.6K ﹤0.01%
37
+24
AMGN icon
379
Amgen
AMGN
$186B
$18.4K ﹤0.01%
52
+13
PANW icon
380
Palo Alto Networks
PANW
$215B
$18.3K ﹤0.01%
114
ETY icon
381
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.32B
$18K ﹤0.01%
1,302
COMP icon
382
Compass
COMP
$5.95B
$17.9K ﹤0.01%
+2,454
MCD icon
383
McDonald's
MCD
$200B
$17.9K ﹤0.01%
58
-146
SLYG icon
384
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.77B
$17.9K ﹤0.01%
185
SLYV icon
385
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.74B
$17.8K ﹤0.01%
188
PYPL icon
386
PayPal
PYPL
$37.2B
$17.6K ﹤0.01%
389
+1
CL icon
387
Colgate-Palmolive
CL
$70.3B
$17.5K ﹤0.01%
205
-121
IMCV icon
388
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.06B
$17.4K ﹤0.01%
205
+1
MRSH
389
Marsh
MRSH
$79.6B
$17.3K ﹤0.01%
100
CWB icon
390
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.21B
$17.1K ﹤0.01%
187
+124
APP icon
391
Applovin
APP
$181B
$17.1K ﹤0.01%
43
-6
PCEF icon
392
Invesco CEF Income Composite ETF
PCEF
$818M
$17.1K ﹤0.01%
+908
SYK icon
393
Stryker
SYK
$119B
$17.1K ﹤0.01%
52
PPL icon
394
PPL Corp
PPL
$26.7B
$16.8K ﹤0.01%
441
PAGP icon
395
Plains GP Holdings
PAGP
$4.81B
$16.8K ﹤0.01%
690
AMT icon
396
American Tower
AMT
$89.7B
$16.7K ﹤0.01%
97
TECK icon
397
Teck Resources
TECK
$30.8B
$16.7K ﹤0.01%
322
CRBG icon
398
Corebridge Financial
CRBG
$12.6B
$16.6K ﹤0.01%
695
SPYD icon
399
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.35B
$16.5K ﹤0.01%
+362
BOTZ icon
400
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.56B
$16.4K ﹤0.01%
495
+2
14 15
16
17 18