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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
SFNC icon
76
Simmons First National
SFNC
$3.13B
$556K 0.05%
28,597
+297
GSST icon
77
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.52B
$540K 0.05%
10,680
-1,010
CVX icon
78
Chevron
CVX
$377B
$517K 0.05%
2,499
-34
BCAT icon
79
BlackRock Capital Allocation Term Trust
BCAT
$1.65B
$504K 0.05%
35,663
+1,851
IWB icon
80
iShares Russell 1000 ETF
IWB
$47.8B
$488K 0.04%
1,370
+1
BIV icon
81
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$485K 0.04%
6,287
+7
RSP icon
82
Invesco S&P 500 Equal Weight ETF
RSP
$88.8B
$484K 0.04%
2,521
+4
GOOG icon
83
Alphabet (Google) Class C
GOOG
$4.4T
$480K 0.04%
1,674
+163
PSX icon
84
Phillips 66
PSX
$73.5B
$445K 0.04%
2,443
+316
AVGO icon
85
Broadcom
AVGO
$1.88T
$423K 0.04%
1,367
+16
UNM icon
86
Unum
UNM
$13.9B
$413K 0.04%
5,657
AEM icon
87
Agnico Eagle Mines
AEM
$81.1B
$406K 0.04%
2,000
GOOGL icon
88
Alphabet (Google) Class A
GOOGL
$4.43T
$390K 0.04%
1,357
-27
CAT icon
89
Caterpillar
CAT
$422B
$390K 0.04%
550
+1
MRK icon
90
Merck
MRK
$295B
$386K 0.03%
3,206
+46
CPSL
91
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$111M
$385K 0.03%
14,125
+2,749
XLRE icon
92
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.86B
$371K 0.03%
9,080
+61
EFG icon
93
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$368K 0.03%
3,301
GE icon
94
GE Aerospace
GE
$336B
$362K 0.03%
1,276
+10
VEU icon
95
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
$360K 0.03%
4,787
-99
DNL icon
96
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$478M
$357K 0.03%
8,855
-2
PFF icon
97
iShares Preferred and Income Securities ETF
PFF
$13.5B
$351K 0.03%
11,589
+15
VNQ icon
98
Vanguard Real Estate ETF
VNQ
$37B
$351K 0.03%
3,956
+42
IWD icon
99
iShares Russell 1000 Value ETF
IWD
$75.1B
$343K 0.03%
1,606
+1,152
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$119B
$342K 0.03%
5,070
+107
2 3
4
5 6