TF

Tenon Financial Portfolio holdings

AUM $237M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$21.9M
3
+$1.66M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$497K

Top Sells

1
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$475K 0.21%
23,205
+10,779
27
$472K 0.21%
928
28
$445K 0.2%
2,516
+6
29
$434K 0.19%
787
+1
30
$410K 0.18%
3,448
31
$401K 0.18%
15,132
+6
32
$381K 0.17%
4,925
33
$378K 0.17%
10,812
34
$348K 0.15%
1,614
35
$328K 0.14%
966
36
$311K 0.14%
8,666
37
$308K 0.14%
891
38
$284K 0.13%
493
39
$281K 0.12%
4,448
+11
40
$274K 0.12%
1,338
41
$255K 0.11%
5,064
+9
42
$247K 0.11%
3,113
+26
43
$243K 0.11%
3,087
+29
44
$223K 0.1%
2,040
45
$216K 0.1%
15,930
46
$210K 0.09%
2,124
1
2