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
201
$42.5K ﹤0.01%
175
-45
202
$40.7K ﹤0.01%
1,733
203
$40.3K ﹤0.01%
931
-747
204
$40.1K ﹤0.01%
427
205
$38.7K ﹤0.01%
915
206
$38.6K ﹤0.01%
256
+1
207
$38.4K ﹤0.01%
840
+2
208
$37.8K ﹤0.01%
157
+6
209
$36.7K ﹤0.01%
2,875
210
$36.3K ﹤0.01%
1,254
+215
211
$36.3K ﹤0.01%
550
212
$35.7K ﹤0.01%
662
213
$34.6K ﹤0.01%
486
+1
214
$33.6K ﹤0.01%
359
-21
215
$32.3K ﹤0.01%
857
+11
216
$32.3K ﹤0.01%
813
+4
217
$31.8K ﹤0.01%
626
+8
218
$31.5K ﹤0.01%
702
219
$31.5K ﹤0.01%
493
220
$31.2K ﹤0.01%
611
+280
221
$31K ﹤0.01%
60
+1
222
$31K ﹤0.01%
+1,187
223
$30.9K ﹤0.01%
879
224
$30.5K ﹤0.01%
338
225
$30.2K ﹤0.01%
360
7 8
9
10 11