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
$653M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.34M
3
+$4.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.6M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$881K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$610K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$483K

Sector Composition

1 Technology 4.86%
2 Financials 3.42%
3 Healthcare 2.91%
4 Consumer Discretionary 1.44%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69.8K 0.01%
1,004
227
$69.7K 0.01%
+1,000
228
$68.3K 0.01%
589
+2
229
$66.6K 0.01%
10,000
230
$65.9K 0.01%
552
+507
231
$64.8K 0.01%
229
+54
232
$64.5K 0.01%
614
-14
233
$64K 0.01%
2,344
+1,505
234
$63.4K 0.01%
402
235
$63.3K 0.01%
877
-187
236
$61.6K 0.01%
1,027
237
$60K 0.01%
208
-42
238
$59.9K 0.01%
2,496
-10
239
$59.5K 0.01%
+515
240
$59.3K 0.01%
539
-4
241
$59K 0.01%
49,572
242
$58.9K 0.01%
195
-10
243
$58.8K 0.01%
2,512
+1
244
$58.8K 0.01%
630
245
$57.9K 0.01%
690
+654
246
$56.8K 0.01%
15,570
247
$56.5K 0.01%
84
248
$54.9K 0.01%
2,488
+5
249
$54.7K 0.01%
501
250
$54.5K 0.01%
3,658
+1
8 9
10
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