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
326
$6K ﹤0.01%
+44
327
$6K ﹤0.01%
+20
328
$6K ﹤0.01%
+353
329
$6K ﹤0.01%
+71
330
$6K ﹤0.01%
+125
331
$5K ﹤0.01%
+51
332
$5K ﹤0.01%
+102
333
$5K ﹤0.01%
+43
334
$5K ﹤0.01%
+186
335
$5K ﹤0.01%
+20
336
$5K ﹤0.01%
+387
337
$5K ﹤0.01%
+22
338
$5K ﹤0.01%
+33
339
$5K ﹤0.01%
+22
340
$5K ﹤0.01%
+80
341
$5K ﹤0.01%
+91
342
$5K ﹤0.01%
+53
343
$5K ﹤0.01%
+775
344
$5K ﹤0.01%
+120
345
$4K ﹤0.01%
+40
346
$4K ﹤0.01%
+24
347
$4K ﹤0.01%
+139
348
$4K ﹤0.01%
+23
349
$4K ﹤0.01%
+49
350
$4K ﹤0.01%
+10