TFM

TFC Financial Management Portfolio holdings

AUM $797M
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.68M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M

Top Sells

1
+$198K
2
+$99.7K
3
+$95.9K
4
MSFT icon
Microsoft
MSFT
+$90.5K
5
LDI icon
loanDepot
LDI
+$77.4K

Sector Composition

1 Technology 6.97%
2 Healthcare 6.56%
3 Financials 4.05%
4 Consumer Staples 3.41%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
+160
352
$8K ﹤0.01%
75
353
$8K ﹤0.01%
2,000
+800
354
$8K ﹤0.01%
432
355
$8K ﹤0.01%
80
+24
356
$8K ﹤0.01%
28
+8
357
$7K ﹤0.01%
336
358
$7K ﹤0.01%
49
359
$7K ﹤0.01%
80
360
$7K ﹤0.01%
39
+11
361
$7K ﹤0.01%
71
362
$7K ﹤0.01%
120
363
$7K ﹤0.01%
29
364
$7K ﹤0.01%
195
365
$7K ﹤0.01%
120
366
$7K ﹤0.01%
893
+2
367
$6K ﹤0.01%
33
368
$6K ﹤0.01%
22
369
$6K ﹤0.01%
51
370
$6K ﹤0.01%
23
371
$6K ﹤0.01%
43
372
$6K ﹤0.01%
55
+24
373
$6K ﹤0.01%
138
374
$6K ﹤0.01%
26
375
$6K ﹤0.01%
405
13 14
15
16 17