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
401
$1.6K ﹤0.01%
132
402
$1.44K ﹤0.01%
32
-2
403
$1.43K ﹤0.01%
16
404
$1.42K ﹤0.01%
96
405
$1.41K ﹤0.01%
14
406
$1.4K ﹤0.01%
10
407
$1.4K ﹤0.01%
34
408
$1.35K ﹤0.01%
3
409
$1.35K ﹤0.01%
12
410
$1.32K ﹤0.01%
66
411
$1.3K ﹤0.01%
65
+1
412
$1.25K ﹤0.01%
26
413
$1.19K ﹤0.01%
5
414
$1.18K ﹤0.01%
6
415
$1.15K ﹤0.01%
20
416
$1.15K ﹤0.01%
7
417
$1.14K ﹤0.01%
33
418
$1.13K ﹤0.01%
7
419
$1.09K ﹤0.01%
230
420
$1K ﹤0.01%
3
421
$973 ﹤0.01%
66
422
$966 ﹤0.01%
4
423
$964 ﹤0.01%
5
424
$904 ﹤0.01%
4
425
$903 ﹤0.01%
5
15 16
17
18 19