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
$781M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$959K
3 +$949K
4
VV icon
Vanguard Large-Cap ETF
VV
+$827K
5
NVDA icon
NVIDIA
NVDA
+$585K

Sector Composition

1 Technology 5.13%
2 Financials 2.73%
3 Healthcare 2.37%
4 Consumer Discretionary 1.52%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$27.7K ﹤0.01%
+108
327
$27.4K ﹤0.01%
832
328
$27.4K ﹤0.01%
543
+10
329
$27.1K ﹤0.01%
278
330
$26.7K ﹤0.01%
406
331
$26.6K ﹤0.01%
54
+50
332
$25.9K ﹤0.01%
500
333
$25.1K ﹤0.01%
700
334
$25K ﹤0.01%
280
335
$24.7K ﹤0.01%
1,006
+970
336
$24.1K ﹤0.01%
+200
337
$24K ﹤0.01%
+230
338
$23.9K ﹤0.01%
1,397
339
$23.5K ﹤0.01%
74
340
$23.4K ﹤0.01%
251
+250
341
$23.3K ﹤0.01%
210
342
$23.2K ﹤0.01%
+50
343
$23K ﹤0.01%
48
+1
344
$21.8K ﹤0.01%
479
345
$21.6K ﹤0.01%
428
346
$20.8K ﹤0.01%
162
347
$20.8K ﹤0.01%
+260
348
$20.5K ﹤0.01%
+75
349
$20.5K ﹤0.01%
19
350
$20.1K ﹤0.01%
98