Carroll Financial Associates’s Motley Fool 100 Index ETF TMFC Stock Holding History

Carroll Financial Associates’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$65K	Hold	1,473	–	–	﹤0.01%	647
2021 Q3	$58K	Buy	1,473 +20	+1%	+$823	﹤0.01%	710
2021 Q2	$57K	Hold	1,453	–	–	﹤0.01%	775
2021 Q1	$51K	Buy	1,453 +288	+25%	+$10.3K	﹤0.01%	765
2020 Q4	$41K	Buy	1,165 +400	+52%	+$13.3K	﹤0.01%	752
2020 Q3	$24K	Buy	765 +665	+665%	+$20.6K	﹤0.01%	820
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1373
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1319
2019 Q4	$2K	Buy	+100	New	+$2.37K	﹤0.01%	1395

Other funds holding TMFC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPA

Clear Perspective Advisors Aurora, Illinois $329M AUM 23.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Carroll Financial Associates's TMFC Position: Q4 2021 in Review

Carroll Financial Associates held its Motley Fool 100 Index ETF (TMFC) position steady in Q4 2021 at 1,473 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Carroll Financial Associates first reported a position in TMFC in Q4 2019 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold TMFC as of Q4 2021.

Carroll Financial Associates held 1,473 shares of Motley Fool 100 Index ETF worth $65K as of Q4 2021.
Carroll Financial Associates left its Motley Fool 100 Index ETF share count unchanged in Q4 2021.
Motley Fool 100 Index ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #647 holding.
Carroll Financial Associates first reported a position in Motley Fool 100 Index ETF in Q4 2019 and has held it in 9 quarters since.
67 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.