TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$7.62M
2 +$3.81M
3 +$1.88M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.54M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.35M

Sector Composition

1 Consumer Discretionary 2.51%
2 Technology 1.18%
3 Consumer Staples 0.4%
4 Financials 0.29%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYG icon
476
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$6.22K ﹤0.01%
60
+1
USHY icon
477
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$6.2K ﹤0.01%
164
IFF icon
478
International Flavors & Fragrances
IFF
$18.8B
$6.19K ﹤0.01%
101
+1
FDL icon
479
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.47B
$6.06K ﹤0.01%
140
+2
NTR icon
480
Nutrien
NTR
$34.3B
$5.87K ﹤0.01%
100
EPR icon
481
EPR Properties
EPR
$4.12B
$5.85K ﹤0.01%
101
WSO icon
482
Watsco Inc
WSO
$15.6B
$5.8K ﹤0.01%
14
MKL icon
483
Markel Group
MKL
$25.6B
$5.73K ﹤0.01%
3
CWB icon
484
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.88B
$5.68K ﹤0.01%
63
INDA icon
485
iShares MSCI India ETF
INDA
$9.04B
$5.61K ﹤0.01%
108
BLDR icon
486
Builders FirstSource
BLDR
$13.5B
$5.58K ﹤0.01%
46
FXH icon
487
First Trust Health Care AlphaDEX Fund
FXH
$967M
$5.57K ﹤0.01%
51
+1
WELL icon
488
Welltower
WELL
$126B
$5.55K ﹤0.01%
31
AWI icon
489
Armstrong World Industries
AWI
$8.08B
$5.53K ﹤0.01%
28
NXRT
490
NexPoint Residential Trust
NXRT
$774M
$5.51K ﹤0.01%
171
VFQY icon
491
Vanguard US Quality Factor ETF
VFQY
$451M
$5.36K ﹤0.01%
36
+1
JEPI icon
492
JPMorgan Equity Premium Income ETF
JEPI
$42.7B
$5.23K ﹤0.01%
92
+2
LMT icon
493
Lockheed Martin
LMT
$137B
$5.2K ﹤0.01%
10
TOTL icon
494
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.09B
$5.16K ﹤0.01%
127
+1
ZLAB icon
495
Zai Lab
ZLAB
$2.03B
$5.08K ﹤0.01%
150
RBC icon
496
RBC Bearings
RBC
$15.9B
$5.07K ﹤0.01%
13
TROW icon
497
T. Rowe Price
TROW
$23.1B
$5.03K ﹤0.01%
49
MDB icon
498
MongoDB
MDB
$32.5B
$4.97K ﹤0.01%
16
HLT icon
499
Hilton Worldwide
HLT
$69.3B
$4.93K ﹤0.01%
19
RGTI icon
500
Rigetti Computing
RGTI
$7.74B
$4.77K ﹤0.01%
+160