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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$53.3M
3
+$9.59M
4
AAPL icon
Apple
AAPL
+$5.96M
5
PG icon
Procter & Gamble
PG
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.27%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+25
377
$3K ﹤0.01%
+2,500
378
$3K ﹤0.01%
+52
379
$3K ﹤0.01%
+11
380
$3K ﹤0.01%
+507
381
$3K ﹤0.01%
+55
382
$3K ﹤0.01%
+48
383
$3K ﹤0.01%
+200
384
$2K ﹤0.01%
+13
385
$2K ﹤0.01%
+10
386
$2K ﹤0.01%
+11
387
$2K ﹤0.01%
+19
388
$2K ﹤0.01%
+10
389
$2K ﹤0.01%
+34
390
$2K ﹤0.01%
+30
391
$2K ﹤0.01%
+33
392
$2K ﹤0.01%
+222
393
$2K ﹤0.01%
+18
394
$2K ﹤0.01%
+90
395
$2K ﹤0.01%
+30
396
$2K ﹤0.01%
+26
397
$2K ﹤0.01%
+56
398
$2K ﹤0.01%
+110
399
$2K ﹤0.01%
+93
400
$2K ﹤0.01%
+391
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