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

Top Buys

1
+$62M
2
+$53.3M
3
+$9.53M
4
AAPL icon
Apple
AAPL
+$5.61M
5
PG icon
Procter & Gamble
PG
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.28%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+165
377
$3K ﹤0.01%
+150
378
$3K ﹤0.01%
+15
379
$3K ﹤0.01%
+26
380
$3K ﹤0.01%
+87
381
$3K ﹤0.01%
+25
382
$3K ﹤0.01%
+50
383
$3K ﹤0.01%
+121
384
$2K ﹤0.01%
+18
385
$2K ﹤0.01%
+90
386
$2K ﹤0.01%
+30
387
$2K ﹤0.01%
+13
388
$2K ﹤0.01%
+10
389
$2K ﹤0.01%
+11
390
$2K ﹤0.01%
+19
391
$2K ﹤0.01%
+10
392
$2K ﹤0.01%
+34
393
$2K ﹤0.01%
+30
394
$2K ﹤0.01%
+33
395
$2K ﹤0.01%
+222
396
$2K ﹤0.01%
+24
397
$2K ﹤0.01%
+19
398
$2K ﹤0.01%
+3
399
$2K ﹤0.01%
+88
400
$2K ﹤0.01%
+27
14 15
16
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