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
351
$4K ﹤0.01%
+91
352
$4K ﹤0.01%
+120
353
$4K ﹤0.01%
+33
354
$4K ﹤0.01%
+39
355
$4K ﹤0.01%
+29
356
$4K ﹤0.01%
+41
357
$4K ﹤0.01%
+26
358
$4K ﹤0.01%
+16
359
$4K ﹤0.01%
+150
360
$3K ﹤0.01%
+150
361
$3K ﹤0.01%
+165
362
$3K ﹤0.01%
+150
363
$3K ﹤0.01%
+15
364
$3K ﹤0.01%
+26
365
$3K ﹤0.01%
+87
366
$3K ﹤0.01%
+25
367
$3K ﹤0.01%
+50
368
$3K ﹤0.01%
+121
369
$3K ﹤0.01%
+32
370
$3K ﹤0.01%
+97
371
$3K ﹤0.01%
+2
372
$3K ﹤0.01%
+170
373
$3K ﹤0.01%
+544
374
$3K ﹤0.01%
+36
375
$3K ﹤0.01%
+29
13 14
15
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