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TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.16M
3
+$1.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.24M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.17M

Top Sells

1
+$2.4M
2
+$1.48M
3
+$1.03M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$691K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$535K

Sector Composition

1 Consumer Discretionary 2.05%
2 Technology 1.17%
3 Consumer Staples 0.51%
4 Industrials 0.4%
5 Energy 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JOE icon
476
St. Joe Company
JOE
$3.7B
$9.64K ﹤0.01%
154
+1
THRO
477
iShares U.S. Thematic Rotation Active ETF
THRO
$6.41B
$9.42K ﹤0.01%
260
HAS icon
478
Hasbro
HAS
$11.8B
$9.36K ﹤0.01%
+100
HUBS icon
479
HubSpot
HUBS
$9.83B
$9.28K ﹤0.01%
38
DXYZ
480
Destiny Tech100
DXYZ
$1.01B
$9.27K ﹤0.01%
346
ROAD icon
481
Construction Partners
ROAD
$5.92B
$9.11K ﹤0.01%
82
PSKY
482
Paramount Skydance Corp
PSKY
$11.5B
$9.09K ﹤0.01%
1,008
+4
TRV icon
483
Travelers Companies
TRV
$64B
$8.95K ﹤0.01%
31
SNOW icon
484
Snowflake
SNOW
$80.2B
$8.9K ﹤0.01%
59
-2
SE icon
485
Sea Limited
SE
$50.6B
$8.86K ﹤0.01%
107
-2
GCOW icon
486
Pacer Global Cash Cows Dividend ETF
GCOW
$3.27B
$8.75K ﹤0.01%
189
+6
PODD icon
487
Insulet
PODD
$11B
$8.6K ﹤0.01%
41
AGIX
488
KraneShares Public-Private AI & Technology ETF
AGIX
$977M
$8.55K ﹤0.01%
261
AMP icon
489
Ameriprise Financial
AMP
$39.8B
$8.54K ﹤0.01%
19
-42
ROST icon
490
Ross Stores
ROST
$72.7B
$8.53K ﹤0.01%
39
+23
AB icon
491
AllianceBernstein
AB
$3.44B
$8.46K ﹤0.01%
226
TEI
492
Templeton Emerging Markets Income Fund
TEI
$297M
$8.45K ﹤0.01%
1,406
+30
DE icon
493
Deere & Co
DE
$154B
$8.45K ﹤0.01%
15
SPGP icon
494
Invesco S&P 500 GARP ETF
SPGP
$2.14B
$8.44K ﹤0.01%
78
ETJ
495
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$554M
$8.36K ﹤0.01%
1,023
SMA
496
SmartStop Self Storage REIT
SMA
$1.79B
$8.33K ﹤0.01%
+275
SCHA icon
497
Schwab U.S Small- Cap ETF
SCHA
$22.1B
$8.31K ﹤0.01%
286
+1
SPOT icon
498
Spotify
SPOT
$101B
$8.24K ﹤0.01%
17
HLI icon
499
Houlihan Lokey
HLI
$9.58B
$8.02K ﹤0.01%
56
+20
NVO
500
Novo Nordisk
NVO
$183B
$7.81K ﹤0.01%
212
18 19
20
21 22