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
$1.06B
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.11M
3
+$1.63M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$1.46M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.37M

Top Sells

1
+$1.97M
2
+$1.31M
3
+$1.26M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.26M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$704K

Sector Composition

1 Consumer Discretionary 2.32%
2 Technology 1.17%
3 Consumer Staples 0.47%
4 Industrials 0.29%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSB icon
201
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.95B
$61.7K 0.01%
2,045
LLY icon
202
Eli Lilly
LLY
$734B
$60.9K 0.01%
78
+23
GPC icon
203
Genuine Parts
GPC
$18.4B
$59.3K 0.01%
489
+159
INTC icon
204
Intel
INTC
$200B
$58.9K 0.01%
2,631
+774
IMCG icon
205
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.21B
$57.8K 0.01%
720
+1
RJF icon
206
Raymond James Financial
RJF
$31.9B
$57.5K 0.01%
+375
WFC icon
207
Wells Fargo
WFC
$273B
$55.9K 0.01%
697
+625
HYS icon
208
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.48B
$55.7K 0.01%
+586
ESGD icon
209
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$54.8K 0.01%
614
+11
NVO icon
210
Novo Nordisk
NVO
$231B
$54.7K 0.01%
793
+585
ISRG icon
211
Intuitive Surgical
ISRG
$193B
$54.3K 0.01%
100
+40
IVE icon
212
iShares S&P 500 Value ETF
IVE
$42.7B
$54.1K 0.01%
277
CTVA icon
213
Corteva
CTVA
$43.1B
$54K 0.01%
724
+674
JCI icon
214
Johnson Controls International
JCI
$73.6B
$52.9K 0.01%
501
+470
ADBE icon
215
Adobe
ADBE
$151B
$50.7K ﹤0.01%
131
+30
ACN icon
216
Accenture
ACN
$157B
$50.1K ﹤0.01%
168
+93
VSS icon
217
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.99B
$49.8K ﹤0.01%
370
+1
UNP icon
218
Union Pacific
UNP
$129B
$49.6K ﹤0.01%
216
+175
SLVM icon
219
Sylvamo
SLVM
$1.74B
$49.6K ﹤0.01%
989
+25
SPEU icon
220
SPDR Portfolio Europe ETF
SPEU
$718M
$49.5K ﹤0.01%
1,022
EWX icon
221
SPDR S&P Emerging Markets Small Cap ETF
EWX
$785M
$49.3K ﹤0.01%
795
+5
IBIT icon
222
iShares Bitcoin Trust
IBIT
$87.9B
$47.8K ﹤0.01%
781
+145
IBTH icon
223
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$46.7K ﹤0.01%
2,075
+21
IBTG icon
224
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$46.6K ﹤0.01%
2,034
+20
MDLZ icon
225
Mondelez International
MDLZ
$79.2B
$46.5K ﹤0.01%
689
+340
7 8
9
10 11