TFM

TFC Financial Management Portfolio holdings

AUM $781M
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$53.3M
3
+$9.59M
4
AAPL icon
Apple
AAPL
+$5.96M
5
PG icon
Procter & Gamble
PG
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.27%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.01%
+20
227
$24K 0.01%
+450
228
$22K 0.01%
+106
229
$22K 0.01%
+269
230
$21K 0.01%
+197
231
$20K 0.01%
+193
232
$20K 0.01%
+142
233
$20K 0.01%
+80
234
$19K 0.01%
+400
235
$19K 0.01%
+122
236
$19K 0.01%
+106
237
$19K 0.01%
+162
238
$19K 0.01%
+69
239
$19K 0.01%
+300
240
$18K 0.01%
+125
241
$18K 0.01%
+148
242
$18K 0.01%
+300
243
$18K 0.01%
+461
244
$18K 0.01%
+350
245
$18K 0.01%
+500
246
$18K 0.01%
+111
247
$17K 0.01%
+636
248
$17K 0.01%
+982
249
$17K 0.01%
+376
250
$16K 0.01%
+992
8 9
10
11 12