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
426
$854 ﹤0.01%
55
427
$816 ﹤0.01%
2
428
$745 ﹤0.01%
21
429
$713 ﹤0.01%
8
430
$709 ﹤0.01%
8
431
$668 ﹤0.01%
100
432
$648 ﹤0.01%
5
433
$583 ﹤0.01%
29
434
$576 ﹤0.01%
5
435
$575 ﹤0.01%
2
436
$560 ﹤0.01%
20
437
$459 ﹤0.01%
10
438
$452 ﹤0.01%
39
+26
439
$438 ﹤0.01%
6
440
$409 ﹤0.01%
3
441
$379 ﹤0.01%
13
442
$301 ﹤0.01%
1
443
$265 ﹤0.01%
+7
444
$186 ﹤0.01%
59
445
$181 ﹤0.01%
5
446
$171 ﹤0.01%
6
447
$170 ﹤0.01%
13
448
$155 ﹤0.01%
6
449
$135 ﹤0.01%
3
450
$124 ﹤0.01%
1
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18
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