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
$347M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.55M
3
+$1.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.45M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.13M

Top Sells

1
+$3M
2
+$906K
3
+$499K
4
MSFT icon
Microsoft
MSFT
+$332K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$285K

Sector Composition

1 Healthcare 6.31%
2 Technology 6.08%
3 Consumer Discretionary 4.14%
4 Financials 3.56%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.4K 0.01%
1,315
+1,100
227
$32.1K 0.01%
+5,250
228
$31.8K 0.01%
106
229
$31.3K 0.01%
560
230
$31K 0.01%
374
+2
231
$30.3K 0.01%
387
232
$29.7K 0.01%
125
233
$29K 0.01%
190
234
$28.9K 0.01%
+640
235
$28K 0.01%
+10,000
236
$27.9K 0.01%
495
237
$27.7K 0.01%
330
-670
238
$27.4K 0.01%
1,950
239
$26.5K 0.01%
470
-3,017
240
$25.2K 0.01%
90
241
$24.8K 0.01%
158
-260
242
$24K 0.01%
1,267
243
$24K 0.01%
300
244
$23.5K 0.01%
302
+2
245
$23.1K 0.01%
+5,000
246
$22.8K 0.01%
+113
247
$22.8K 0.01%
127
248
$22.6K 0.01%
+2,200
249
$22.4K 0.01%
216
+1
250
$22.4K 0.01%
1,497
-819
8 9
10
11 12