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
$999M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.36M
3
+$1.33M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.23M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.22M

Top Sells

1
+$5.01M
2
+$3.42M
3
+$1.55M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M

Sector Composition

1 Consumer Discretionary 2.14%
2 Technology 1.05%
3 Consumer Staples 0.46%
4 Industrials 0.18%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.14%
24,847
-602
52
$1.4M 0.14%
30,772
-94
53
$1.3M 0.13%
21,984
-1,454
54
$1.05M 0.11%
3,831
+65
55
$1.03M 0.1%
8,442
56
$931K 0.09%
15,717
+320
57
$891K 0.09%
7,619
+16
58
$751K 0.08%
9,622
59
$737K 0.07%
16,152
+2,892
60
$718K 0.07%
2,784
61
$701K 0.07%
6,206
+13
62
$654K 0.07%
12,923
+127
63
$592K 0.06%
1,031
+3
64
$590K 0.06%
660
65
$561K 0.06%
3,009
+113
66
$506K 0.05%
714
67
$488K 0.05%
9,991
68
$484K 0.05%
4,129
+9
69
$473K 0.05%
84,648
70
$461K 0.05%
+9,696
71
$457K 0.05%
799
+31
72
$448K 0.04%
1,426
+2
73
$421K 0.04%
10,675
+103
74
$401K 0.04%
5,165
75
$396K 0.04%
3,634
-66
1 2
3
4 5