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
151
$102K 0.01%
1,136
+590
152
$102K 0.01%
1,010
-2,708
153
$99.1K 0.01%
636
-24
154
$96.1K 0.01%
440
+3
155
$94.4K 0.01%
3,109
+5
156
$92.2K 0.01%
2,262
+29
157
$87K 0.01%
2,874
+15
158
$86.2K 0.01%
454
159
$86.2K 0.01%
+712
160
$84.2K 0.01%
1,582
+101
161
$83.7K 0.01%
1,749
-38
162
$83.4K 0.01%
423
-45
163
$81.9K 0.01%
954
+6
164
$80K 0.01%
1,384
165
$80K 0.01%
1,662
166
$79.4K 0.01%
1,263
167
$76.7K 0.01%
301
168
$72.6K 0.01%
827
169
$71.2K 0.01%
521
170
$70.5K 0.01%
532
+2
171
$70.3K 0.01%
901
172
$66.6K 0.01%
242
+29
173
$66.1K 0.01%
473
+1
174
$64.9K 0.01%
1,225
175
$63.5K 0.01%
5,573
+82
5 6
7
8 9