TFM

TFC Financial Management Portfolio holdings

AUM $797M
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.68M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M

Top Sells

1
+$198K
2
+$99.7K
3
+$95.9K
4
MSFT icon
Microsoft
MSFT
+$90.5K
5
LDI icon
loanDepot
LDI
+$77.4K

Sector Composition

1 Technology 6.97%
2 Healthcare 6.56%
3 Financials 4.05%
4 Consumer Staples 3.41%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
233
252
$25K 0.01%
1,135
-315
253
$24K 0.01%
125
254
$24K 0.01%
159
+4
255
$24K 0.01%
400
256
$24K 0.01%
75
+8
257
$24K 0.01%
327
+229
258
$24K 0.01%
500
259
$24K 0.01%
600
260
$23K 0.01%
270
-19
261
$23K 0.01%
300
262
$23K 0.01%
133
263
$23K 0.01%
485
+166
264
$22K 0.01%
357
265
$22K 0.01%
99
266
$22K 0.01%
1,290
267
$22K 0.01%
264
268
$22K 0.01%
636
269
$21K 0.01%
32
270
$21K 0.01%
376
271
$20K 0.01%
330
272
$20K 0.01%
495
273
$20K 0.01%
392
274
$20K 0.01%
165
275
$19K 0.01%
138
9 10
11
12 13