TFM

TFC Financial Management Portfolio holdings

AUM $812M
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
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
+$62M
2
+$53.3M
3
+$9.53M
4
AAPL icon
Apple
AAPL
+$5.61M
5
PG icon
Procter & Gamble
PG
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.28%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
+165
302
$9K ﹤0.01%
+37
303
$9K ﹤0.01%
+74
304
$9K ﹤0.01%
+322
305
$9K ﹤0.01%
+26
306
$9K ﹤0.01%
+59
307
$9K ﹤0.01%
+85
308
$9K ﹤0.01%
+5
309
$8K ﹤0.01%
+300
310
$8K ﹤0.01%
+58
311
$8K ﹤0.01%
+90
312
$8K ﹤0.01%
+279
313
$8K ﹤0.01%
+200
314
$8K ﹤0.01%
+213
315
$8K ﹤0.01%
+20
316
$8K ﹤0.01%
+361
317
$8K ﹤0.01%
+112
318
$8K ﹤0.01%
+25
319
$7K ﹤0.01%
+260
320
$7K ﹤0.01%
+287
321
$7K ﹤0.01%
+209
322
$7K ﹤0.01%
+1,922
323
$7K ﹤0.01%
+33
324
$6K ﹤0.01%
+20
325
$6K ﹤0.01%
+44
11 12
13
14 15