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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
SSNC icon
676
SS&C Technologies
SSNC
$16.4B
$1.93K ﹤0.01%
29
+1
UMBF icon
677
UMB Financial
UMBF
$9.81B
$1.92K ﹤0.01%
+17
HSBC icon
678
HSBC
HSBC
$314B
$1.91K ﹤0.01%
23
CWST icon
679
Casella Waste Systems
CWST
$5.38B
$1.9K ﹤0.01%
+24
KR icon
680
Kroger
KR
$38.8B
$1.88K ﹤0.01%
+26
ARLO icon
681
Arlo Technologies
ARLO
$1.38B
$1.88K ﹤0.01%
132
AUB icon
682
Atlantic Union Bankshares
AUB
$5.43B
$1.88K ﹤0.01%
+52
MHK icon
683
Mohawk Industries
MHK
$6.18B
$1.87K ﹤0.01%
19
PSN icon
684
Parsons
PSN
$6.19B
$1.84K ﹤0.01%
+34
SOUN icon
685
SoundHound AI
SOUN
$3.24B
$1.83K ﹤0.01%
267
-136
BMY icon
686
Bristol-Myers Squibb
BMY
$113B
$1.82K ﹤0.01%
30
-182
CBT icon
687
Cabot Corp
CBT
$4.28B
$1.82K ﹤0.01%
+24
MAA icon
688
Mid-America Apartment Communities
MAA
$16B
$1.82K ﹤0.01%
15
CTS icon
689
CTS Corp
CTS
$1.86B
$1.81K ﹤0.01%
+38
LKFN icon
690
Lakeland Financial Corp
LKFN
$1.49B
$1.81K ﹤0.01%
31
WOR icon
691
Worthington Enterprises
WOR
$2.85B
$1.8K ﹤0.01%
34
DOW icon
692
Dow Inc
DOW
$24.6B
$1.77K ﹤0.01%
43
+1
PNFP icon
693
Pinnacle Financial Partners Inc
PNFP
$14.6B
$1.75K ﹤0.01%
+20
FIZZ icon
694
National Beverage
FIZZ
$3.35B
$1.75K ﹤0.01%
52
VRSK icon
695
Verisk Analytics
VRSK
$23.4B
$1.74K ﹤0.01%
9
ES icon
696
Eversource Energy
ES
$25.6B
$1.73K ﹤0.01%
25
CPRT icon
697
Copart
CPRT
$28.6B
$1.73K ﹤0.01%
+52
FRME icon
698
First Merchants
FRME
$2.52B
$1.68K ﹤0.01%
+43
ITGR icon
699
Integer Holdings
ITGR
$3.12B
$1.67K ﹤0.01%
+19
QUBT icon
700
Quantum Computing Inc
QUBT
$2.36B
$1.64K ﹤0.01%
240
26 27
28
29 30