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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
WMT icon
51
Walmart Inc
WMT
$954B
$2.56M 0.23%
20,587
+3,485
TSCO icon
52
Tractor Supply
TSCO
$15.8B
$2.52M 0.23%
55,733
VCRB icon
53
Vanguard Core Bond ETF
VCRB
$6.96B
$2.46M 0.22%
31,728
+6,877
DGRO icon
54
iShares Core Dividend Growth ETF
DGRO
$40.5B
$2.32M 0.21%
33,087
+193
NVDA icon
55
NVIDIA
NVDA
$5.05T
$2.25M 0.2%
12,884
+72
ISTB icon
56
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.89B
$2.19M 0.2%
45,240
-2,541
KO icon
57
Coca-Cola
KO
$342B
$1.95M 0.18%
25,694
-91
VUSB icon
58
Vanguard Ultra-Short Bond ETF
VUSB
$8.79B
$1.89M 0.17%
37,936
-6,376
SPMO icon
59
Invesco S&P 500 Momentum ETF
SPMO
$19.7B
$1.8M 0.16%
16,027
+2,540
SCHD icon
60
Schwab US Dividend Equity ETF
SCHD
$95B
$1.43M 0.13%
46,771
+10,333
FDX icon
61
FedEx
FDX
$78.8B
$1.38M 0.12%
3,871
-456
AMZN icon
62
Amazon
AMZN
$2.64T
$1.35M 0.12%
6,501
+267
IJR icon
63
iShares Core S&P Small-Cap ETF
IJR
$104B
$1.14M 0.1%
9,201
+166
CIBR icon
64
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.2B
$1.13M 0.1%
18,040
+496
XOM icon
65
Exxon Mobil
XOM
$629B
$1.12M 0.1%
6,596
-353
SPSM icon
66
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$1.07M 0.1%
22,079
-1,511
XMHQ icon
67
Invesco S&P MidCap Quality ETF
XMHQ
$5.3B
$1.02M 0.09%
9,899
-18
IEFA icon
68
iShares Core MSCI EAFE ETF
IEFA
$183B
$851K 0.08%
9,397
GSLC icon
69
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$839K 0.08%
6,704
+15
SPY icon
70
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$719K 0.06%
1,105
+3
NFLX icon
71
Netflix
NFLX
$348B
$668K 0.06%
6,951
+41
PYLD icon
72
PIMCO Multi Sector Bond Active ETF
PYLD
$13.9B
$591K 0.05%
22,563
+1,798
META icon
73
Meta Platforms (Facebook)
META
$1.49T
$577K 0.05%
1,009
-5
TSLA icon
74
Tesla
TSLA
$1.54T
$576K 0.05%
1,550
-6
WDFC icon
75
WD-40
WDFC
$2.77B
$570K 0.05%
2,795
1 2
3
4 5