TF

Tenon Financial Portfolio holdings

AUM $195M
1-Year Est. Return 12.96%
This Quarter Est. Return
1 Year Est. Return
+12.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$23.2M
3
+$19.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.45%
2 Healthcare 1.52%
3 Industrials 1.14%
4 Consumer Discretionary 0.68%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$335K 0.28%
+1,591
27
$334K 0.28%
+4,925
28
$332K 0.28%
+4,297
29
$288K 0.24%
+6,905
30
$285K 0.24%
+3,042
31
$278K 0.23%
+966
32
$277K 0.23%
+8,666
33
$262K 0.22%
+1,498
34
$242K 0.2%
+5,140
35
$239K 0.2%
+493
36
$237K 0.2%
+3,092
37
$236K 0.2%
+4,921
38
$211K 0.18%
+1,911
1
2