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

Top Buys

1
+$4.34M
2
+$1.39M
3
+$612K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K
5
BND icon
Vanguard Total Bond Market
BND
+$461K

Top Sells

1
+$970K
2
+$666K
3
+$580K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$347K
5
AAPL icon
Apple
AAPL
+$267K

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
351
$6K ﹤0.01%
88
352
$6K ﹤0.01%
1,500
-1,000
353
$5K ﹤0.01%
210
354
$5K ﹤0.01%
33
355
$5K ﹤0.01%
2
356
$5K ﹤0.01%
206
-789
357
$5K ﹤0.01%
22
358
$5K ﹤0.01%
181
+125
359
$5K ﹤0.01%
+50
360
$5K ﹤0.01%
+209
361
$5K ﹤0.01%
225
362
$5K ﹤0.01%
23
363
$5K ﹤0.01%
102
364
$5K ﹤0.01%
49
365
$5K ﹤0.01%
98
366
$5K ﹤0.01%
41
367
$5K ﹤0.01%
103
+36
368
$5K ﹤0.01%
98
369
$5K ﹤0.01%
26
370
$5K ﹤0.01%
20
371
$5K ﹤0.01%
93
+33
372
$5K ﹤0.01%
16
373
$5K ﹤0.01%
+781
374
$5K ﹤0.01%
470
375
$4K ﹤0.01%
97
13 14
15
16 17