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
251
$16K 0.01%
+392
252
$16K 0.01%
+620
253
$16K 0.01%
+360
254
$15K 0.01%
+357
255
$15K 0.01%
+175
256
$15K 0.01%
+576
257
$15K 0.01%
+330
258
$15K 0.01%
+546
259
$15K 0.01%
+1,020
260
$15K 0.01%
+495
261
$15K 0.01%
+829
262
$15K 0.01%
+165
263
$14K 0.01%
+277
264
$14K 0.01%
+1,260
265
$14K 0.01%
+22
266
$14K 0.01%
+85
267
$14K 0.01%
+147
268
$14K 0.01%
+121
269
$14K 0.01%
+90
270
$14K 0.01%
+166
271
$13K 0.01%
+206
272
$13K 0.01%
+40
273
$13K 0.01%
+556
274
$13K 0.01%
+395
275
$13K 0.01%
+131
9 10
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