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
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$4.18M
3 +$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSTR icon
476
Strategy Inc
MSTR
$80.1B
$2.02K ﹤0.01%
+7
LYG icon
477
Lloyds Banking Group
LYG
$69.8B
$2.02K ﹤0.01%
528
IBKR icon
478
Interactive Brokers
IBKR
$30.8B
$1.99K ﹤0.01%
48
BCS icon
479
Barclays
BCS
$74.8B
$1.98K ﹤0.01%
129
KKR icon
480
KKR & Co
KKR
$107B
$1.97K ﹤0.01%
17
GEN icon
481
Gen Digital
GEN
$16.2B
$1.97K ﹤0.01%
74
CDW icon
482
CDW
CDW
$20.5B
$1.95K ﹤0.01%
12
POOL icon
483
Pool Corp
POOL
$10.7B
$1.94K ﹤0.01%
6
MLM icon
484
Martin Marietta Materials
MLM
$37.8B
$1.92K ﹤0.01%
4
AME icon
485
Ametek
AME
$42.9B
$1.91K ﹤0.01%
11
LAMR icon
486
Lamar Advertising Co
LAMR
$12B
$1.88K ﹤0.01%
17
+1
MUFG icon
487
Mitsubishi UFJ Financial
MUFG
$172B
$1.85K ﹤0.01%
136
THO icon
488
Thor Industries
THO
$5.58B
$1.84K ﹤0.01%
24
LRCX icon
489
Lam Research
LRCX
$202B
$1.82K ﹤0.01%
25
HWM icon
490
Howmet Aerospace
HWM
$81.7B
$1.82K ﹤0.01%
14
MKC icon
491
McCormick & Company Non-Voting
MKC
$17.3B
$1.82K ﹤0.01%
22
LKFN icon
492
Lakeland Financial Corp
LKFN
$1.47B
$1.81K ﹤0.01%
30
PAYC icon
493
Paycom
PAYC
$10.8B
$1.75K ﹤0.01%
8
UBER icon
494
Uber
UBER
$200B
$1.75K ﹤0.01%
24
VLO icon
495
Valero Energy
VLO
$51.9B
$1.75K ﹤0.01%
13
AZTA icon
496
Azenta
AZTA
$1.42B
$1.73K ﹤0.01%
50
CHH icon
497
Choice Hotels
CHH
$4.39B
$1.73K ﹤0.01%
13
WOR icon
498
Worthington Enterprises
WOR
$2.78B
$1.7K ﹤0.01%
34
YUMC icon
499
Yum China
YUMC
$15.9B
$1.67K ﹤0.01%
32
AIN icon
500
Albany International
AIN
$1.71B
$1.66K ﹤0.01%
24