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
GL icon
501
Globe Life
GL
$10.9B
$4.75K ﹤0.01%
33
STWD icon
502
Starwood Property Trust
STWD
$6.73B
$4.73K ﹤0.01%
244
MCK icon
503
McKesson
MCK
$101B
$4.65K ﹤0.01%
6
PRI icon
504
Primerica
PRI
$8.13B
$4.51K ﹤0.01%
16
CBRL icon
505
Cracker Barrel
CBRL
$675M
$4.42K ﹤0.01%
100
-40
QUBT icon
506
Quantum Computing Inc
QUBT
$2.57B
$4.42K ﹤0.01%
+240
CALF icon
507
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.62B
$4.41K ﹤0.01%
101
+1
NI icon
508
NiSource
NI
$20.5B
$4.41K ﹤0.01%
102
+1
CBRE icon
509
CBRE Group
CBRE
$50.4B
$4.25K ﹤0.01%
27
F icon
510
Ford
F
$54B
$4.21K ﹤0.01%
352
AMX icon
511
America Movil
AMX
$62.5B
$4.2K ﹤0.01%
200
NWL icon
512
Newell Brands
NWL
$1.81B
$4.19K ﹤0.01%
800
SERV
513
Serve Robotics
SERV
$949M
$4.15K ﹤0.01%
+357
SLM icon
514
SLM Corp
SLM
$5.61B
$4.11K ﹤0.01%
149
+1
KMB icon
515
Kimberly-Clark
KMB
$33.9B
$4.1K ﹤0.01%
33
CAKE icon
516
Cheesecake Factory
CAKE
$2.93B
$4.07K ﹤0.01%
75
+1
PH icon
517
Parker-Hannifin
PH
$117B
$3.9K ﹤0.01%
5
HII icon
518
Huntington Ingalls Industries
HII
$16.4B
$3.89K ﹤0.01%
14
TTWO icon
519
Take-Two Interactive
TTWO
$45.4B
$3.88K ﹤0.01%
15
DEO icon
520
Diageo
DEO
$50.9B
$3.82K ﹤0.01%
40
SLGN icon
521
Silgan Holdings
SLGN
$4.58B
$3.79K ﹤0.01%
88
CMS icon
522
CMS Energy
CMS
$21.5B
$3.77K ﹤0.01%
52
+1
SMR icon
523
NuScale Power
SMR
$5.59B
$3.71K ﹤0.01%
103
AL icon
524
Air Lease Corp
AL
$7.2B
$3.55K ﹤0.01%
56
BX icon
525
Blackstone
BX
$116B
$3.49K ﹤0.01%
20