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
$329M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$1.21M
3 +$789K
4
LDI icon
loanDepot
LDI
+$436K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$430K

Top Sells

1 +$479K
2 +$341K
3 +$271K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$266K
5
JPM icon
JPMorgan Chase
JPM
+$250K

Sector Composition

1 Technology 7.71%
2 Healthcare 6.54%
3 Financials 3.88%
4 Consumer Staples 3.47%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$9K ﹤0.01%
49
352
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393
+7
353
$9K ﹤0.01%
195
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149
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75
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+120
357
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80
358
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71
359
$8K ﹤0.01%
395
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12
+4
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$8K ﹤0.01%
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225
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+38
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28
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40
-87
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22
374
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+1,000
375
$6K ﹤0.01%
22