TF
Tenon Financial Portfolio holdings
AUM
$226M
This Quarter Return
+9.46%
1 Year Return
+12.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+40%)
Cap. Flow
+$55.1M
Cap. Flow
% of AUM
24.34%
Top 10 Holdings %
Top 10 Hldgs %
89.32%
Holding
46
New
–
Increased
20
Reduced
1
Closed
–
Top Buys
| 1 |
Vanguard Extended Market ETF
VXF
|
$31.4M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$21.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.66M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.02M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$497K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$2.05M |
Sector Composition
| 1 | Technology | 2.19% |
| 2 | Healthcare | 0.98% |
| 3 | Industrials | 0.95% |
| 4 | Financials | 0.38% |
| 5 | Consumer Discretionary | 0.36% |
