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
$293M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$946K
3 +$888K
4
LDI icon
loanDepot
LDI
+$426K
5
OGN icon
Organon & Co
OGN
+$124K

Top Sells

1 +$912K
2 +$424K
3 +$323K
4
BND icon
Vanguard Total Bond Market
BND
+$289K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 7.04%
2 Healthcare 6.48%
3 Financials 4.08%
4 Consumer Staples 3.21%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
1,500
327
$9K ﹤0.01%
55
328
$9K ﹤0.01%
+70
329
$9K ﹤0.01%
380
+6
330
$9K ﹤0.01%
149
+43
331
$9K ﹤0.01%
47
332
$9K ﹤0.01%
279
333
$9K ﹤0.01%
891
334
$8K ﹤0.01%
69
335
$8K ﹤0.01%
120
336
$8K ﹤0.01%
43
337
$8K ﹤0.01%
432
338
$8K ﹤0.01%
30
339
$8K ﹤0.01%
336
340
$8K ﹤0.01%
80
341
$8K ﹤0.01%
195
342
$8K ﹤0.01%
+75
343
$8K ﹤0.01%
120
344
$7K ﹤0.01%
209
345
$7K ﹤0.01%
28
346
$7K ﹤0.01%
71
347
$7K ﹤0.01%
98
348
$7K ﹤0.01%
195
349
$7K ﹤0.01%
88
350
$7K ﹤0.01%
90