TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$987M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$4.18M
3 +$2.11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.89M

Sector Composition

1 Consumer Discretionary 2.5%
2 Technology 0.99%
3 Consumer Staples 0.47%
4 Financials 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRT icon
601
Vertiv
VRT
$74B
$433 ﹤0.01%
+6
SNPS icon
602
Synopsys
SNPS
$84.2B
$429 ﹤0.01%
1
GDYN icon
603
Grid Dynamics Holdings
GDYN
$702M
$407 ﹤0.01%
+26
SATS icon
604
EchoStar
SATS
$21.4B
$384 ﹤0.01%
+15
SHOP icon
605
Shopify
SHOP
$232B
$382 ﹤0.01%
4
AMPS
606
DELISTED
Altus Power
AMPS
$381 ﹤0.01%
+77
SYK icon
607
Stryker
SYK
$144B
$373 ﹤0.01%
1
ERJ icon
608
Embraer
ERJ
$12.3B
$370 ﹤0.01%
8
PAR icon
609
PAR Technology
PAR
$1.45B
$368 ﹤0.01%
+6
ZETA icon
610
Zeta Global
ZETA
$4.39B
$353 ﹤0.01%
+26
AMBA icon
611
Ambarella
AMBA
$3.71B
$352 ﹤0.01%
+7
ICLR icon
612
Icon
ICLR
$13.6B
$350 ﹤0.01%
2
OCUL icon
613
Ocular Therapeutix
OCUL
$2.47B
$345 ﹤0.01%
+47
COIN icon
614
Coinbase
COIN
$91.6B
$344 ﹤0.01%
+2
GH icon
615
Guardant Health
GH
$8.76B
$341 ﹤0.01%
+8
NET icon
616
Cloudflare
NET
$78.8B
$338 ﹤0.01%
+3
SLAB icon
617
Silicon Laboratories
SLAB
$4.49B
$338 ﹤0.01%
+3
MDGL icon
618
Madrigal Pharmaceuticals
MDGL
$9.61B
$331 ﹤0.01%
+1
VERI icon
619
Veritone
VERI
$481M
$330 ﹤0.01%
+142
CLF icon
620
Cleveland-Cliffs
CLF
$6.94B
$329 ﹤0.01%
40
ACLX icon
621
Arcellx
ACLX
$4.9B
$328 ﹤0.01%
+5
WULF icon
622
TeraWulf
WULF
$6.92B
$328 ﹤0.01%
+120
BRZE icon
623
Braze
BRZE
$3.12B
$325 ﹤0.01%
+9
COHR icon
624
Coherent
COHR
$21.2B
$325 ﹤0.01%
+5
HIMS icon
625
Hims & Hers Health
HIMS
$10.8B
$325 ﹤0.01%
+11