TF
Tenon Financial Portfolio holdings
AUM
$255M
1-Year Est. Return
16.71%
This Fund
S&P 500
1 Year Est. Return
+16.71%
AUM
$255M
AUM Growth
+$17.3M
(+7.3%)
Holding
55
Top Buys
| 1 | +$5.06M | |
| 2 | +$4.82M | |
| 3 | +$3.77M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.59M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.67M |
Top Sells
| 1 | +$221K | |
| 2 | +$216K | |
| 3 | +$183K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$142K |
| 5 |
Tyler Technologies
TYL
|
+$58.4K |
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Industrials | 1.22% |
| 3 | Healthcare | 1.01% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Communication Services | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.3B
| $236K | 0.09% |
3,002
|
|
||
52
Vanguard Small-Cap Value ETF
VBR
$34.7B
| $236K | 0.09% |
+1,085
|
|
||
53
S&P Global
SPGI
$126B
| $227K | 0.09% |
534
-394
|
|
||
54
iShares Core MSCI EAFE ETF
IEFA
$180B
| $218K | 0.09% |
+2,412
|
|
||
55
Walt Disney
DIS
$183B
| – | – |
-1,942
|
|