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
176
$62.1K 0.01%
2,097
+6
177
$61.9K 0.01%
2,045
178
$60.6K 0.01%
720
179
$58.7K 0.01%
1,566
+55
180
$58.4K 0.01%
589
181
$58.1K 0.01%
280
182
$57.8K 0.01%
356
+1
183
$56K 0.01%
2,222
+25
184
$53.3K 0.01%
1,275
+9
185
$52.3K 0.01%
101
186
$52.3K 0.01%
716
+2
187
$48.7K ﹤0.01%
781
188
$47.1K ﹤0.01%
374
+2
189
$46.6K ﹤0.01%
381
+2
190
$45.6K ﹤0.01%
2,013
+20
191
$45.5K ﹤0.01%
1,973
+20
192
$45.4K ﹤0.01%
1,940
+21
193
$45.4K ﹤0.01%
1,022
194
$44.7K ﹤0.01%
2,172
+20
195
$44.1K ﹤0.01%
84
196
$44.1K ﹤0.01%
160
197
$43.5K ﹤0.01%
1,969
+19
198
$43.2K ﹤0.01%
2,156
+21
199
$43.2K ﹤0.01%
4,496
200
$43.2K ﹤0.01%
309
6 7
8
9 10