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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
NXRT
576
NexPoint Residential Trust
NXRT
$742M
$4.28K ﹤0.01%
171
ATO icon
577
Atmos Energy
ATO
$27.9B
$4.27K ﹤0.01%
+23
USB icon
578
US Bancorp
USB
$87.7B
$4.26K ﹤0.01%
+82
TDY icon
579
Teledyne Technologies
TDY
$28.5B
$4.24K ﹤0.01%
+7
STWD icon
580
Starwood Property Trust
STWD
$6.37B
$4.2K ﹤0.01%
244
DHR icon
581
Danaher
DHR
$133B
$4.18K ﹤0.01%
+22
PRI icon
582
Primerica
PRI
$8.45B
$4.1K ﹤0.01%
16
SMG icon
583
ScottsMiracle-Gro
SMG
$3.52B
$4.08K ﹤0.01%
67
+39
CMS icon
584
CMS Energy
CMS
$22.2B
$4.06K ﹤0.01%
52
TRI icon
585
Thomson Reuters
TRI
$36.7B
$4.05K ﹤0.01%
44
ICSH icon
586
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.57B
$4.05K ﹤0.01%
80
-459
IYH icon
587
iShares US Healthcare ETF
IYH
$3.09B
$3.94K ﹤0.01%
64
-162
BRSL
588
Brightstar Lottery PLC
BRSL
$2.15B
$3.82K ﹤0.01%
+300
CHRW icon
589
C.H. Robinson
CHRW
$22.6B
$3.82K ﹤0.01%
23
DOCS icon
590
Doximity
DOCS
$3.8B
$3.75K ﹤0.01%
161
SOLS
591
Solstice Advanced Materials
SOLS
$13B
$3.66K ﹤0.01%
48
-13
CBRE icon
592
CBRE Group
CBRE
$39.9B
$3.66K ﹤0.01%
27
AL
593
DELISTED
Air Lease Corp
AL
$3.65K ﹤0.01%
56
CMG icon
594
Chipotle Mexican Grill
CMG
$38.6B
$3.62K ﹤0.01%
113
+67
DAR icon
595
Darling Ingredients
DAR
$9.3B
$3.59K ﹤0.01%
+58
AWK icon
596
American Water Works
AWK
$24.2B
$3.54K ﹤0.01%
+26
FLS icon
597
Flowserve
FLS
$9.7B
$3.53K ﹤0.01%
+48
MOG.A icon
598
Moog Inc Class A
MOG.A
$12.1B
$3.52K ﹤0.01%
+12
MSI icon
599
Motorola Solutions
MSI
$68.3B
$3.49K ﹤0.01%
8
+5
BUD icon
600
AB InBev
BUD
$156B
$3.47K ﹤0.01%
50
22 23
24
25 26