Asset Manager
← All Institutions
TD Capital Management LLC
Market Value
$0
-100.0%
Holdings
802
-23
New Purchases
0
Added To
0
Closed
802
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 74 | $0 | 0% |
| Large Cap | 437 | $0 | 0% |
| Mid Cap | 202 | $0 | 0% |
| Small Cap | 74 | $0 | 0% |
| Micro Cap | 15 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$108.6B
Median Market Cap
$17.8B
Avg P/E
30.8
Median P/E
23.0
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
564
# ETFs / Funds
238
Top Holdings (802 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ED | —% | — | — | — | -$20K | -205 | -100.0% | SOLD |
| 2 | ABT | —% | — | — | — | -$92K | -733 | -100.0% | SOLD |
| 3 | T | —% | — | — | — | -$171K | -6,868 | -100.0% | SOLD |
| 4 | YUM | —% | — | — | — | -$92K | -606 | -100.0% | SOLD |
| 5 | BDX | —% | — | — | — | -$30K | -153 | -100.0% | SOLD |
| 6 | AMP | —% | — | — | — | -$30K | -61 | -100.0% | SOLD |
| 7 | IBP | —% | — | — | — | -$520 | -2 | -100.0% | SOLD |
| 8 | ACN | —% | — | — | — | -$35K | -130 | -100.0% | SOLD |
| 9 | CB | —% | — | — | — | -$75 | — | — | SOLD |
| 10 | DIS | —% | — | — | — | -$67K | -592 | -100.0% | SOLD |
| 11 | CVX | —% | — | — | — | -$386K | -2,533 | -100.0% | SOLD |
| 12 | UNFI | —% | — | — | — | -$202 | -6 | -100.0% | SOLD |
| 13 | Q | —% | — | — | — | -$5K | -60 | -100.0% | SOLD |
| 14 | CMG | —% | — | — | — | -$2K | -46 | -100.0% | SOLD |
| 15 | ARES | —% | — | — | — | -$13K | -80 | -100.0% | SOLD |
| 16 | EMN | —% | — | — | — | -$64K | -1,000 | -100.0% | SOLD |
| 17 | FDX | —% | — | — | — | -$1M | -4,327 | -100.0% | SOLD |
| 18 | HLI | —% | — | — | — | -$6K | -36 | -100.0% | SOLD |
| 19 | CDE | —% | — | — | — | -$2K | -99 | -100.0% | SOLD |
| 20 | UBER | —% | — | — | — | -$44K | -542 | -100.0% | SOLD |
| 21 | CVS | —% | — | — | — | -$55K | -698 | -100.0% | SOLD |
| 22 | NOW | —% | — | — | — | -$120K | -785 | -100.0% | SOLD |
| 23 | WTM | —% | — | — | — | -$4K | -2 | -100.0% | SOLD |
| 24 | LHX | —% | — | — | — | -$20K | -67 | -100.0% | SOLD |
| 25 | AEM | —% | — | — | — | -$339K | -2,000 | -100.0% | SOLD |
| 26 | HWM | —% | — | — | — | -$71K | -348 | -100.0% | SOLD |
| 27 | SLVM | —% | — | — | — | -$48K | -991 | -100.0% | SOLD |
| 28 | BMY | —% | — | — | — | -$11K | -212 | -100.0% | SOLD |
| 29 | XOM | —% | — | — | — | -$836K | -6,949 | -100.0% | SOLD |
| 30 | CTRE | —% | — | — | — | -$365 | -10 | -100.0% | SOLD |
| 31 | SLGN | —% | — | — | — | -$4K | -88 | -100.0% | SOLD |
| 32 | NOK | —% | — | — | — | -$253 | -39 | -100.0% | SOLD |
| 33 | BBVA | —% | — | — | — | -$17K | -748 | -100.0% | SOLD |
| 34 | NXRT | —% | — | — | — | -$5K | -171 | -100.0% | SOLD |
| 35 | NEE | —% | — | — | — | -$242K | -3,009 | -100.0% | SOLD |
| 36 | AVTR | —% | — | — | — | -$69 | -6 | -100.0% | SOLD |
| 37 | AMT | —% | — | — | — | -$17K | -97 | -100.0% | SOLD |
| 38 | AME | —% | — | — | — | -$2K | -11 | -100.0% | SOLD |
| 39 | DY | —% | — | — | — | -$1K | -3 | -100.0% | SOLD |
| 40 | PJT | —% | — | — | — | -$335 | -2 | -100.0% | SOLD |
| 41 | PSX | —% | — | — | — | -$274K | -2,127 | -100.0% | SOLD |
| 42 | IVZ | —% | — | — | — | -$16K | -625 | -100.0% | SOLD |
| 43 | ZTS | —% | — | — | — | -$13K | -104 | -100.0% | SOLD |
| 44 | RBC | —% | — | — | — | -$6K | -13 | -100.0% | SOLD |
| 45 | WWW | —% | — | — | — | -$255 | -14 | -100.0% | SOLD |
| 46 | NTR | —% | — | — | — | -$6K | -100 | -100.0% | SOLD |
| 47 | AIG | —% | — | — | — | -$21K | -241 | -100.0% | SOLD |
| 48 | IQV | —% | — | — | — | -$1K | -5 | -100.0% | SOLD |
| 49 | HLT | —% | — | — | — | -$5K | -19 | -100.0% | SOLD |
| 50 | RELX | —% | — | — | — | -$15K | -377 | -100.0% | SOLD |
| 51 | MUSA | —% | — | — | — | -$10K | -24 | -100.0% | SOLD |
| 52 | SE | —% | — | — | — | -$14K | -109 | -100.0% | SOLD |
| 53 | APD | —% | — | — | — | -$9K | -37 | -100.0% | SOLD |
| 54 | AON | —% | — | — | — | -$2K | -6 | -100.0% | SOLD |
| 55 | HUBS | —% | — | — | — | -$15K | -38 | -100.0% | SOLD |
| 56 | ECG | —% | — | — | — | -$257 | -3 | -100.0% | SOLD |
| 57 | CARR | —% | — | — | — | -$42K | -788 | -100.0% | SOLD |
| 58 | GPC | —% | — | — | — | -$60K | -490 | -100.0% | SOLD |
| 59 | AMH | —% | — | — | — | -$7K | -204 | -100.0% | SOLD |
| 60 | BANC | —% | — | — | — | -$1K | -68 | -100.0% | SOLD |
| 61 | GE | —% | — | — | — | -$390K | -1,266 | -100.0% | SOLD |
| 62 | SNOW | —% | — | — | — | -$13K | -61 | -100.0% | SOLD |
| 63 | AVY | —% | — | — | — | -$32K | -178 | -100.0% | SOLD |
| 64 | BLDR | —% | — | — | — | -$5K | -46 | -100.0% | SOLD |
| 65 | ABR | —% | — | — | — | -$5K | -589 | -100.0% | SOLD |
| 66 | ICE | —% | — | — | — | -$1K | -7 | -100.0% | SOLD |
| 67 | BJ | —% | — | — | — | -$2K | -27 | -100.0% | SOLD |
| 68 | CSR | —% | — | — | — | -$267 | -4 | -100.0% | SOLD |
| 69 | HCI | —% | — | — | — | -$192 | -1 | -100.0% | SOLD |
| 70 | AFL | —% | — | — | — | -$1K | -12 | -100.0% | SOLD |
| 71 | THO | —% | — | — | — | -$3K | -25 | -100.0% | SOLD |
| 72 | STAG | —% | — | — | — | -$1K | -40 | -100.0% | SOLD |
| 73 | HII | —% | — | — | — | -$5K | -14 | -100.0% | SOLD |
| 74 | SPOT | —% | — | — | — | -$10K | -17 | -100.0% | SOLD |
| 75 | ETJ | —% | — | — | — | -$9K | -1,023 | -100.0% | SOLD |
| 76 | AXP | —% | — | — | — | -$4K | -10 | -100.0% | SOLD |
| 77 | MS | —% | — | — | — | -$13K | -75 | -100.0% | SOLD |
| 78 | HIMS | —% | — | — | — | -$357 | -11 | -100.0% | SOLD |
| 79 | BAX | —% | — | — | — | -$3K | -142 | -100.0% | SOLD |
| 80 | BCS | —% | — | — | — | -$4K | -161 | -100.0% | SOLD |
| 81 | FDS | —% | — | — | — | -$7K | -25 | -100.0% | SOLD |
| 82 | AB | —% | — | — | — | -$9K | -226 | -100.0% | SOLD |
| 83 | OTIS | —% | — | — | — | -$18K | -202 | -100.0% | SOLD |
| 84 | GS | —% | — | — | — | -$186K | -211 | -100.0% | SOLD |
| 85 | ETY | —% | — | — | — | -$20K | -1,302 | -100.0% | SOLD |
| 86 | AEO | —% | — | — | — | -$372 | -14 | -100.0% | SOLD |
| 87 | HD | —% | — | — | — | -$276K | -802 | -100.0% | SOLD |
| 88 | TDC | —% | — | — | — | -$381 | -13 | -100.0% | SOLD |
| 89 | B | —% | — | — | — | -$8 | — | — | SOLD |
| 90 | FTI | —% | — | — | — | -$1K | -28 | -100.0% | SOLD |
| 91 | CR | —% | — | — | — | -$27K | -148 | -100.0% | SOLD |
| 92 | OMF | —% | — | — | — | -$19K | -281 | -100.0% | SOLD |
| 93 | RJF | —% | — | — | — | -$61K | -377 | -100.0% | SOLD |
| 94 | PFGC | —% | — | — | — | -$40K | -447 | -100.0% | SOLD |
| 95 | ABBV | —% | — | — | — | -$188K | -822 | -100.0% | SOLD |
| 96 | DHR | —% | — | — | — | -$7 | — | — | SOLD |
| 97 | ECL | —% | — | — | — | -$32K | -121 | -100.0% | SOLD |
| 98 | GLOB | —% | — | — | — | -$2K | -38 | -100.0% | SOLD |
| 99 | CL | —% | — | — | — | -$26K | -326 | -100.0% | SOLD |
| 100 | CRM | —% | — | — | — | -$56K | -212 | -100.0% | SOLD |