TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.08M
3
+$1.54M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.35M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$3.44M
2
+$2.67M
3
+$1.54M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.29M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.05M

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.29%
3 Consumer Staples 0.42%
4 Industrials 0.33%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
426
Insulet
PODD
$16.7B
$11.7K ﹤0.01%
41
ELAN icon
427
Elanco Animal Health
ELAN
$11.7B
$11.6K ﹤0.01%
511
BMY icon
428
Bristol-Myers Squibb
BMY
$122B
$11.4K ﹤0.01%
212
-44
FNDX icon
429
Schwab Fundamental US Large Company Index ETF
FNDX
$23.9B
$11.4K ﹤0.01%
420
+2
YUMC icon
430
Yum China
YUMC
$18.7B
$11.2K ﹤0.01%
235
+1
WDAY icon
431
Workday
WDAY
$36.4B
$11.2K ﹤0.01%
52
-38
CP icon
432
Canadian Pacific Kansas City
CP
$75.1B
$11K ﹤0.01%
150
ODFL icon
433
Old Dominion Freight Line
ODFL
$39.4B
$11K ﹤0.01%
70
TT icon
434
Trane Technologies
TT
$95.6B
$10.9K ﹤0.01%
28
DGX icon
435
Quest Diagnostics
DGX
$22.1B
$10.9K ﹤0.01%
63
+1
IDXX icon
436
Idexx Laboratories
IDXX
$47.2B
$10.8K ﹤0.01%
16
NVO icon
437
Novo Nordisk
NVO
$172B
$10.8K ﹤0.01%
212
-582
EQT icon
438
EQT Corp
EQT
$39.3B
$10.7K ﹤0.01%
200
-245
DVY icon
439
iShares Select Dividend ETF
DVY
$22.1B
$10.6K ﹤0.01%
75
+1
DXYZ
440
Destiny Tech100
DXYZ
$581M
$10.6K ﹤0.01%
+346
IAU icon
441
iShares Gold Trust
IAU
$82.9B
$10.6K ﹤0.01%
130
SJM icon
442
J.M. Smucker
SJM
$11.6B
$10.4K ﹤0.01%
106
+1
TMUS icon
443
T-Mobile US
TMUS
$238B
$10.4K ﹤0.01%
51
EXC icon
444
Exelon
EXC
$50.2B
$10.3K ﹤0.01%
236
+2
HDB icon
445
HDFC Bank
HDB
$146B
$10.2K ﹤0.01%
280
FDVV icon
446
Fidelity High Dividend ETF
FDVV
$8.59B
$10K ﹤0.01%
177
+1
THRO
447
iShares U.S. Thematic Rotation Active ETF
THRO
$7.36B
$10K ﹤0.01%
+260
SHY icon
448
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$9.97K ﹤0.01%
120
-82
DELL icon
449
Dell
DELL
$98.4B
$9.95K ﹤0.01%
79
SPOT icon
450
Spotify
SPOT
$106B
$9.87K ﹤0.01%
17
16 17
18
19 20