We are live on ! Find out more
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
$301M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

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%
432
352
$8K ﹤0.01%
80
+24
353
$8K ﹤0.01%
149
354
$8K ﹤0.01%
+160
355
$8K ﹤0.01%
75
356
$8K ﹤0.01%
28
+8
357
$7K ﹤0.01%
49
358
$7K ﹤0.01%
80
359
$7K ﹤0.01%
39
+11
360
$7K ﹤0.01%
893
+2
361
$7K ﹤0.01%
336
362
$7K ﹤0.01%
71
363
$7K ﹤0.01%
120
364
$7K ﹤0.01%
29
365
$7K ﹤0.01%
195
366
$7K ﹤0.01%
120
367
$6K ﹤0.01%
51
368
$6K ﹤0.01%
23
369
$6K ﹤0.01%
58
370
$6K ﹤0.01%
55
+24
371
$6K ﹤0.01%
138
372
$6K ﹤0.01%
26
373
$6K ﹤0.01%
405
374
$6K ﹤0.01%
33
375
$6K ﹤0.01%
22