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 4.28%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+52
377
$3K ﹤0.01%
+11
378
$3K ﹤0.01%
+507
379
$3K ﹤0.01%
+55
380
$3K ﹤0.01%
+48
381
$3K ﹤0.01%
+200
382
$3K ﹤0.01%
+50
383
$3K ﹤0.01%
+121
384
$2K ﹤0.01%
+200
385
$2K ﹤0.01%
+6
386
$2K ﹤0.01%
+40
387
$2K ﹤0.01%
+13
388
$2K ﹤0.01%
+391
389
$2K ﹤0.01%
+19
390
$2K ﹤0.01%
+26
391
$2K ﹤0.01%
+18
392
$2K ﹤0.01%
+90
393
$2K ﹤0.01%
+30
394
$2K ﹤0.01%
+13
395
$2K ﹤0.01%
+10
396
$2K ﹤0.01%
+11
397
$2K ﹤0.01%
+19
398
$2K ﹤0.01%
+10
399
$2K ﹤0.01%
+34
400
$2K ﹤0.01%
+30
14 15
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