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
276
$13K 0.01%
+1,441
277
$13K 0.01%
+264
278
$13K 0.01%
+138
279
$12K 0.01%
+75
280
$12K 0.01%
+110
281
$12K 0.01%
+280
282
$12K 0.01%
+363
283
$11K 0.01%
+11
284
$11K 0.01%
+50
285
$11K 0.01%
+215
286
$11K 0.01%
+50
287
$11K 0.01%
+479
288
$11K 0.01%
+90
289
$11K 0.01%
+202
290
$11K 0.01%
+1,176
291
$11K 0.01%
+68
292
$11K 0.01%
+700
293
$11K 0.01%
+423
294
$10K ﹤0.01%
+86
295
$10K ﹤0.01%
+178
296
$10K ﹤0.01%
+125
297
$10K ﹤0.01%
+93
298
$10K ﹤0.01%
+67
299
$10K ﹤0.01%
+891
300
$10K ﹤0.01%
+566
10 11
12
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