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
SYNA icon
651
Synaptics
SYNA
$2.78B
$255 ﹤0.01%
+4
CDNS icon
652
Cadence Design Systems
CDNS
$93.2B
$254 ﹤0.01%
+1
BTBT icon
653
Bit Digital
BTBT
$1.25B
$253 ﹤0.01%
+125
CDZI icon
654
Cadiz
CDZI
$472M
$252 ﹤0.01%
+86
PATH icon
655
UiPath
PATH
$8.71B
$247 ﹤0.01%
+24
NRIX icon
656
Nurix Therapeutics
NRIX
$1.21B
$238 ﹤0.01%
+20
ALKT icon
657
Alkami Technology
ALKT
$2.45B
$236 ﹤0.01%
+9
S icon
658
SentinelOne
S
$5.99B
$236 ﹤0.01%
+13
GLOB icon
659
Globant
GLOB
$2.73B
$235 ﹤0.01%
+2
CARG icon
660
CarGurus
CARG
$3.53B
$233 ﹤0.01%
+8
KLIC icon
661
Kulicke & Soffa
KLIC
$2.14B
$231 ﹤0.01%
+7
MOD icon
662
Modine Manufacturing
MOD
$8.51B
$230 ﹤0.01%
+3
MNMD icon
663
MindMed
MNMD
$985M
$228 ﹤0.01%
+39
NCNO icon
664
nCino
NCNO
$3.13B
$220 ﹤0.01%
+8
SPT icon
665
Sprout Social
SPT
$642M
$220 ﹤0.01%
+10
TTD icon
666
Trade Desk
TTD
$25.4B
$219 ﹤0.01%
+4
AGYS icon
667
Agilysys
AGYS
$3.93B
$218 ﹤0.01%
+3
ALB icon
668
Albemarle
ALB
$11.2B
$216 ﹤0.01%
+3
CEG icon
669
Constellation Energy
CEG
$120B
$202 ﹤0.01%
+1
PLL
670
DELISTED
Piedmont Lithium
PLL
$202 ﹤0.01%
+32
AOSL icon
671
Alpha and Omega Semiconductor
AOSL
$895M
$199 ﹤0.01%
+8
MARA icon
672
Marathon Digital Holdings
MARA
$7.12B
$196 ﹤0.01%
+17
CORZ icon
673
Core Scientific
CORZ
$6.33B
$195 ﹤0.01%
+27
NNOX icon
674
Nano X Imaging
NNOX
$251M
$195 ﹤0.01%
+39
MDB icon
675
MongoDB
MDB
$27.6B
$175 ﹤0.01%
+1