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
251
$54.3K 0.01%
741
252
$53.1K 0.01%
56
+18
253
$52.7K 0.01%
3,723
-2,778
254
$52.3K 0.01%
924
255
$52.2K 0.01%
136
-197
256
$51.6K 0.01%
458
257
$51.6K 0.01%
203
258
$50.8K 0.01%
163
259
$50.3K 0.01%
2,534
+47
260
$48.3K 0.01%
+1,148
261
$48.2K 0.01%
1,534
+160
262
$48K 0.01%
386
263
$47.8K 0.01%
151
-1
264
$47.4K 0.01%
484
+479
265
$47.2K 0.01%
883
+5
266
$46.3K 0.01%
905
267
$43.2K 0.01%
150
268
$43.2K 0.01%
250
+85
269
$43K 0.01%
353
270
$42.5K 0.01%
97
271
$42.4K 0.01%
+575
272
$42.3K 0.01%
200
273
$42.1K 0.01%
182
274
$41.2K 0.01%
399
+2
275
$39.4K 0.01%
302
9 10
11
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