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
CAG icon
601
Conagra Brands
CAG
$8.36B
$1.47K ﹤0.01%
80
GGG icon
602
Graco
GGG
$14.5B
$1.46K ﹤0.01%
17
MCO icon
603
Moody's
MCO
$94.6B
$1.44K ﹤0.01%
3
CIFR icon
604
Cipher Mining
CIFR
$6.87B
$1.42K ﹤0.01%
113
SNN icon
605
Smith & Nephew
SNN
$14B
$1.4K ﹤0.01%
39
STAG icon
606
STAG Industrial
STAG
$6.84B
$1.39K ﹤0.01%
39
MSI icon
607
Motorola Solutions
MSI
$66.2B
$1.39K ﹤0.01%
3
SRE icon
608
Sempra
SRE
$56B
$1.39K ﹤0.01%
15
WULF icon
609
TeraWulf
WULF
$5.4B
$1.37K ﹤0.01%
120
CNX icon
610
CNX Resources
CNX
$5.32B
$1.35K ﹤0.01%
42
AFL icon
611
Aflac
AFL
$56.8B
$1.35K ﹤0.01%
12
PCAR icon
612
PACCAR
PCAR
$64.9B
$1.33K ﹤0.01%
14
+1
XHR
613
Xenia Hotels & Resorts
XHR
$1.45B
$1.32K ﹤0.01%
96
COR icon
614
Cencora
COR
$68.4B
$1.27K ﹤0.01%
4
HLN icon
615
Haleon
HLN
$46B
$1.26K ﹤0.01%
140
-202
RBLX icon
616
Roblox
RBLX
$52.4B
$1.25K ﹤0.01%
9
CLX icon
617
Clorox
CLX
$13.7B
$1.23K ﹤0.01%
10
JKHY icon
618
Jack Henry & Associates
JKHY
$13.7B
$1.21K ﹤0.01%
8
ICE icon
619
Intercontinental Exchange
ICE
$99.4B
$1.2K ﹤0.01%
7
XEL icon
620
Xcel Energy
XEL
$44.9B
$1.16K ﹤0.01%
14
SATS icon
621
EchoStar
SATS
$36.8B
$1.15K ﹤0.01%
15
FWONA icon
622
Liberty Media Series A
FWONA
$20.1B
$1.14K ﹤0.01%
12
BANC icon
623
Banc of California
BANC
$3.22B
$1.12K ﹤0.01%
68
+1
FTI icon
624
TechnipFMC
FTI
$21.8B
$1.11K ﹤0.01%
28
SOFI icon
625
SoFi Technologies
SOFI
$33B
$1.08K ﹤0.01%
41