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
376
$3.22K ﹤0.01%
40
377
$3.14K ﹤0.01%
2
378
$2.83K ﹤0.01%
+14
379
$2.73K ﹤0.01%
12
380
$2.57K ﹤0.01%
25
381
$2.53K ﹤0.01%
5
382
$2.48K ﹤0.01%
4
383
$2.46K ﹤0.01%
15
384
$2.43K ﹤0.01%
9
385
$2.42K ﹤0.01%
16
386
$2.39K ﹤0.01%
+14
387
$2.28K ﹤0.01%
6
388
$2.22K ﹤0.01%
+8
389
$2.16K ﹤0.01%
4
390
$2.13K ﹤0.01%
15
391
$2.09K ﹤0.01%
40
392
$2.08K ﹤0.01%
20
393
$2.04K ﹤0.01%
74
394
$1.99K ﹤0.01%
+25
395
$1.9K ﹤0.01%
11
396
$1.8K ﹤0.01%
266
397
$1.74K ﹤0.01%
7
398
$1.71K ﹤0.01%
7
399
$1.7K ﹤0.01%
25
400
$1.63K ﹤0.01%
10
14 15
16
17 18