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
276
$37.1K 0.01%
827
277
$36.8K 0.01%
618
-29
278
$36K 0.01%
1,307
279
$36K 0.01%
200
-49
280
$35.7K 0.01%
1,057
281
$34K 0.01%
156
+147
282
$32.7K 0.01%
186
+9
283
$32.6K 0.01%
546
-24
284
$31.9K ﹤0.01%
3,114
+1,325
285
$31.6K ﹤0.01%
226
+12
286
$31.2K ﹤0.01%
210
287
$30.4K ﹤0.01%
22
-35
288
$30.3K ﹤0.01%
720
289
$30.3K ﹤0.01%
189
290
$30K ﹤0.01%
168
291
$29.8K ﹤0.01%
213
292
$29.6K ﹤0.01%
551
293
$29.4K ﹤0.01%
1,142
294
$28.4K ﹤0.01%
266
+165
295
$28K ﹤0.01%
278
296
$27.9K ﹤0.01%
90
297
$27.4K ﹤0.01%
+904
298
$27.1K ﹤0.01%
315
+1
299
$26.9K ﹤0.01%
262
-39
300
$26.6K ﹤0.01%
315
+37
10 11
12
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