TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Return 9.65%
This Quarter Return
+13.29%
1 Year Return
+9.65%
3 Year Return
+36.05%
5 Year Return
+50.26%
10 Year Return
+100.64%
AUM
$609M
AUM Growth
+$64.7M
Cap. Flow
-$2.31M
Cap. Flow %
-0.38%
Top 10 Hldgs %
68.13%
Holding
299
New
32
Increased
62
Reduced
38
Closed
15
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AVGO icon
151
Broadcom
AVGO
$1.58T
$15K ﹤0.01%
480
MO icon
152
Altria Group
MO
$112B
$15K ﹤0.01%
374
-4
-1% -$160
SBUX icon
153
Starbucks
SBUX
$97.1B
$15K ﹤0.01%
208
+1
+0.5% +$72
SCHG icon
154
Schwab US Large-Cap Growth ETF
SCHG
$48.4B
$14K ﹤0.01%
+1,088
New +$14K
ZG icon
155
Zillow
ZG
$20.5B
$14K ﹤0.01%
247
ESGV icon
156
Vanguard ESG US Stock ETF
ESGV
$11.2B
$13K ﹤0.01%
223
+1
+0.5% +$58
MDLZ icon
157
Mondelez International
MDLZ
$79.9B
$13K ﹤0.01%
249
SHE icon
158
SPDR MSCI USA Gender Diversity ETF
SHE
$274M
$13K ﹤0.01%
179
+1
+0.6% +$73
WHR icon
159
Whirlpool
WHR
$5.28B
$13K ﹤0.01%
101
+1
+1% +$129
BOTZ icon
160
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.84B
$12K ﹤0.01%
487
TFI icon
161
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
$12K ﹤0.01%
225
NUAN
162
DELISTED
Nuance Communications, Inc.
NUAN
$12K ﹤0.01%
473
SCHA icon
163
Schwab U.S Small- Cap ETF
SCHA
$18.8B
$11K ﹤0.01%
676
WFC icon
164
Wells Fargo
WFC
$253B
$11K ﹤0.01%
425
IUSG icon
165
iShares Core S&P US Growth ETF
IUSG
$24.6B
$10K ﹤0.01%
138
+1
+0.7% +$72
M icon
166
Macy's
M
$4.64B
$10K ﹤0.01%
+1,475
New +$10K
MCD icon
167
McDonald's
MCD
$224B
$10K ﹤0.01%
56
SCHM icon
168
Schwab US Mid-Cap ETF
SCHM
$12.3B
$10K ﹤0.01%
+579
New +$10K
VOOV icon
169
Vanguard S&P 500 Value ETF
VOOV
$5.69B
$10K ﹤0.01%
+98
New +$10K
DISH
170
DELISTED
DISH Network Corp.
DISH
$10K ﹤0.01%
300
DCI icon
171
Donaldson
DCI
$9.44B
$9K ﹤0.01%
202
QCOM icon
172
Qualcomm
QCOM
$172B
$9K ﹤0.01%
101
GDX icon
173
VanEck Gold Miners ETF
GDX
$19.9B
$8K ﹤0.01%
210
GLDM icon
174
SPDR Gold MiniShares Trust
GLDM
$17.7B
$8K ﹤0.01%
229
+139
+154% +$4.86K
IHI icon
175
iShares US Medical Devices ETF
IHI
$4.35B
$8K ﹤0.01%
174