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
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEMG icon
476
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$6.28K ﹤0.01%
105
-179
HOUS icon
477
Anywhere Real Estate
HOUS
$1.63B
$6.19K ﹤0.01%
1,709
FDIF icon
478
Fidelity Disruptors ETF
FDIF
$99M
$6.16K ﹤0.01%
183
+1
USHY icon
479
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$6.15K ﹤0.01%
164
-718
JLL icon
480
Jones Lang LaSalle
JLL
$15.8B
$6.14K ﹤0.01%
+24
IT icon
481
Gartner
IT
$18B
$6.06K ﹤0.01%
15
INDA icon
482
iShares MSCI India ETF
INDA
$9.43B
$6K ﹤0.01%
108
MKL icon
483
Markel Group
MKL
$27.3B
$5.99K ﹤0.01%
3
EPR icon
484
EPR Properties
EPR
$3.79B
$5.87K ﹤0.01%
101
NTR icon
485
Nutrien
NTR
$29.8B
$5.82K ﹤0.01%
100
ORI icon
486
Old Republic International
ORI
$11.3B
$5.81K ﹤0.01%
+151
FDL icon
487
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.07B
$5.79K ﹤0.01%
138
+1
BAX icon
488
Baxter International
BAX
$9.8B
$5.75K ﹤0.01%
+190
NXRT
489
NexPoint Residential Trust
NXRT
$720M
$5.7K ﹤0.01%
171
SPYG icon
490
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.5B
$5.67K ﹤0.01%
59
JTEK icon
491
JPMorgan US Tech Leaders ETF
JTEK
$3.09B
$5.57K ﹤0.01%
66
BLDR icon
492
Builders FirstSource
BLDR
$11.7B
$5.37K ﹤0.01%
+46
ZLAB icon
493
Zai Lab
ZLAB
$1.9B
$5.25K ﹤0.01%
+150
FXH icon
494
First Trust Health Care AlphaDEX Fund
FXH
$927M
$5.24K ﹤0.01%
50
CWB icon
495
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.53B
$5.17K ﹤0.01%
63
+1
JEPI icon
496
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$5.11K ﹤0.01%
+90
VFQY icon
497
Vanguard US Quality Factor ETF
VFQY
$440M
$5.1K ﹤0.01%
35
HLT icon
498
Hilton Worldwide
HLT
$66.9B
$5.06K ﹤0.01%
19
TOTL icon
499
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
$5.04K ﹤0.01%
126
+2
RBC icon
500
RBC Bearings
RBC
$14.2B
$5K ﹤0.01%
13