TCM

TD Capital Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 10.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.08M
3
+$1.54M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.35M
5
BND icon
Vanguard Total Bond Market
BND
+$1.34M

Top Sells

1
+$3.44M
2
+$2.67M
3
+$1.54M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.29M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.05M

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.29%
3 Consumer Staples 0.42%
4 Industrials 0.33%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
551
American Express
AXP
$208B
$3.71K ﹤0.01%
+10
SERV
552
Serve Robotics
SERV
$722M
$3.71K ﹤0.01%
357
CHRW icon
553
C.H. Robinson
CHRW
$20.9B
$3.7K ﹤0.01%
23
CMS icon
554
CMS Energy
CMS
$23.4B
$3.63K ﹤0.01%
52
AL icon
555
Air Lease Corp
AL
$7.24B
$3.59K ﹤0.01%
56
SLGN icon
556
Silgan Holdings
SLGN
$4.54B
$3.55K ﹤0.01%
88
RGTI icon
557
Rigetti Computing
RGTI
$5.64B
$3.54K ﹤0.01%
160
LYG icon
558
Lloyds Banking Group
LYG
$78.9B
$3.44K ﹤0.01%
649
+99
KMB icon
559
Kimberly-Clark
KMB
$33.8B
$3.33K ﹤0.01%
33
BUD icon
560
AB InBev
BUD
$142B
$3.2K ﹤0.01%
50
BX icon
561
Blackstone
BX
$86.1B
$3.18K ﹤0.01%
21
+1
MAR icon
562
Marriott International
MAR
$86.4B
$3.14K ﹤0.01%
10
IUSB icon
563
iShares Core Universal USD Bond ETF
IUSB
$35.9B
$3.12K ﹤0.01%
67
IBKR icon
564
Interactive Brokers
IBKR
$30.5B
$3.11K ﹤0.01%
48
NWL icon
565
Newell Brands
NWL
$1.77B
$2.98K ﹤0.01%
800
PDBC icon
566
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.02B
$2.97K ﹤0.01%
224
SOLS
567
Solstice Advanced Materials
SOLS
$11.9B
$2.96K ﹤0.01%
+61
ROST icon
568
Ross Stores
ROST
$68.9B
$2.94K ﹤0.01%
16
CCK icon
569
Crown Holdings
CCK
$11.9B
$2.92K ﹤0.01%
28
RGA icon
570
Reinsurance Group of America
RGA
$13.6B
$2.91K ﹤0.01%
14
BOH icon
571
Bank of Hawaii
BOH
$2.94B
$2.88K ﹤0.01%
42
BAX icon
572
Baxter International
BAX
$8.98B
$2.71K ﹤0.01%
142
+1
J icon
573
Jacobs Solutions
J
$15.5B
$2.68K ﹤0.01%
20
RSG icon
574
Republic Services
RSG
$69B
$2.58K ﹤0.01%
12
CBRL icon
575
Cracker Barrel
CBRL
$631M
$2.57K ﹤0.01%
101
+1
21 22
23
24 25