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
$653M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.34M
3
+$4.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.6M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$881K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$610K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$483K

Sector Composition

1 Technology 4.86%
2 Financials 3.42%
3 Healthcare 2.91%
4 Consumer Discretionary 1.44%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11.8K ﹤0.01%
1,020
352
$11.7K ﹤0.01%
64
-3
353
$11.6K ﹤0.01%
178
+14
354
$11.4K ﹤0.01%
86
+76
355
$11.4K ﹤0.01%
178
+41
356
$11.3K ﹤0.01%
34
357
$11.2K ﹤0.01%
19
358
$10.7K ﹤0.01%
62
359
$10.7K ﹤0.01%
236
+49
360
$10.2K ﹤0.01%
244
-244
361
$10.1K ﹤0.01%
+334
362
$9.21K ﹤0.01%
2
363
$9.16K ﹤0.01%
173
364
$9.13K ﹤0.01%
84
-84
365
$9.11K ﹤0.01%
138
-18
366
$9.07K ﹤0.01%
71
367
$8.83K ﹤0.01%
123
+30
368
$8.79K ﹤0.01%
36
369
$8.68K ﹤0.01%
324
370
$8.43K ﹤0.01%
156
371
$8.41K ﹤0.01%
270
372
$8.33K ﹤0.01%
282
+110
373
$8.32K ﹤0.01%
40
-55
374
$8.3K ﹤0.01%
106
+24
375
$7.72K ﹤0.01%
209
-78
13 14
15
16 17