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
301
$9K ﹤0.01%
+5
302
$9K ﹤0.01%
+85
303
$9K ﹤0.01%
+59
304
$9K ﹤0.01%
+26
305
$9K ﹤0.01%
+322
306
$9K ﹤0.01%
+74
307
$9K ﹤0.01%
+37
308
$9K ﹤0.01%
+165
309
$8K ﹤0.01%
+25
310
$8K ﹤0.01%
+112
311
$8K ﹤0.01%
+361
312
$8K ﹤0.01%
+20
313
$8K ﹤0.01%
+213
314
$8K ﹤0.01%
+200
315
$8K ﹤0.01%
+279
316
$8K ﹤0.01%
+90
317
$8K ﹤0.01%
+58
318
$8K ﹤0.01%
+300
319
$7K ﹤0.01%
+33
320
$7K ﹤0.01%
+1,922
321
$7K ﹤0.01%
+260
322
$7K ﹤0.01%
+209
323
$7K ﹤0.01%
+287
324
$6K ﹤0.01%
+482
325
$6K ﹤0.01%
+34
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