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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
$253M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.38M
3
+$613K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$516K
5
BND icon
Vanguard Total Bond Market
BND
+$469K

Top Sells

1
+$971K
2
+$655K
3
+$556K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$341K
5
AAPL icon
Apple
AAPL
+$280K

Sector Composition

1 Technology 7.44%
2 Healthcare 7.41%
3 Financials 4.57%
4 Consumer Staples 3.71%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8K ﹤0.01%
58
327
$8K ﹤0.01%
432
328
$8K ﹤0.01%
30
329
$7K ﹤0.01%
120
330
$7K ﹤0.01%
44
+21
331
$7K ﹤0.01%
129
-70
332
$7K ﹤0.01%
29
333
$7K ﹤0.01%
53
334
$7K ﹤0.01%
90
335
$7K ﹤0.01%
891
336
$6K ﹤0.01%
91
337
$6K ﹤0.01%
51
338
$6K ﹤0.01%
28
339
$6K ﹤0.01%
106
340
$6K ﹤0.01%
71
341
$6K ﹤0.01%
69
342
$6K ﹤0.01%
26
-24
343
$6K ﹤0.01%
85
344
$6K ﹤0.01%
+108
345
$6K ﹤0.01%
33
346
$6K ﹤0.01%
336
347
$6K ﹤0.01%
53
+23
348
$6K ﹤0.01%
1,500
-1,000
349
$6K ﹤0.01%
24
350
$6K ﹤0.01%
20
12 13
14
15 16