TF
Tenon Financial Portfolio holdings
AUM
$226M
This Quarter Return
-0.68%
1 Year Return
+12.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+2.3%)
Cap. Flow
+$5.51M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
85.82%
Holding
49
New
5
Increased
18
Reduced
8
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$2.36M |
| 2 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
$1.26M |
| 3 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$729K |
| 4 |
Brookfield
BN
|
$563K |
| 5 |
Vanguard Total Bond Market
BND
|
$414K |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$925K |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$293K |
| 3 |
Schwab International Equity ETF
SCHF
|
$265K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$234K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$220K |
Sector Composition
| 1 | Technology | 3.94% |
| 2 | Industrials | 1.44% |
| 3 | Healthcare | 1.34% |
| 4 | Financials | 0.66% |
| 5 | Consumer Discretionary | 0.61% |
