TCM

TD Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$3.81M
3
+$1.88M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.54M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.35M

Top Sells

1
+$11.7M
2
+$1.24M
3
+$1.12M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.05M

Sector Composition

1 Consumer Discretionary 2.51%
2 Technology 1.18%
3 Consumer Staples 0.4%
4 Financials 0.29%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
176
iShares Russell 1000 Value ETF
IWD
$69.8B
$92.4K 0.01%
454
YUM icon
177
Yum! Brands
YUM
$42.6B
$92K 0.01%
605
+1
FICS icon
178
First Trust International Developed Capital Strength ETF
FICS
$227M
$91.1K 0.01%
2,389
+5
RTX icon
179
RTX Corp
RTX
$263B
$87.5K 0.01%
523
-39
SPGI icon
180
S&P Global
SPGI
$163B
$87.4K 0.01%
180
-54
MMM icon
181
3M
MMM
$85.2B
$85.9K 0.01%
553
EMN icon
182
Eastman Chemical
EMN
$7.87B
$83.2K 0.01%
1,320
INTC icon
183
Intel
INTC
$259B
$83.2K 0.01%
2,480
-151
XLSR icon
184
State Street US Sector Rotation ETF
XLSR
$901M
$81.4K 0.01%
1,365
ADSK icon
185
Autodesk
ADSK
$57.2B
$78.5K 0.01%
247
XLE icon
186
State Street Energy Select Sector SPDR ETF
XLE
$30.1B
$73.9K 0.01%
1,654
OMFL icon
187
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.7B
$73.8K 0.01%
1,225
ABT icon
188
Abbott
ABT
$189B
$72.4K 0.01%
540
-48
GILD icon
189
Gilead Sciences
GILD
$163B
$72.1K 0.01%
649
+1
INTU icon
190
Intuit
INTU
$152B
$71.8K 0.01%
105
IOO icon
191
iShares Global 100 ETF
IOO
$8.04B
$71.5K 0.01%
596
CAPE icon
192
DoubleLine Shiller CAPE US Equities ETF
CAPE
$339M
$69.2K 0.01%
2,125
+7
HWM icon
193
Howmet Aerospace
HWM
$87.6B
$68.2K 0.01%
347
GPC icon
194
Genuine Parts
GPC
$19B
$67.9K 0.01%
490
+1
FGD icon
195
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.06B
$67.5K 0.01%
+2,347
DIS icon
196
Walt Disney
DIS
$202B
$66.5K 0.01%
580
-141
RJF icon
197
Raymond James Financial
RJF
$33.9B
$64.9K 0.01%
376
+1
LYFT icon
198
Lyft
LYFT
$7.27B
$63.3K 0.01%
2,875
ETN icon
199
Eaton
ETN
$130B
$62.2K 0.01%
166
-65
SPSB icon
200
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.51B
$61.9K 0.01%
2,045
6 7
8
9 10