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
$253M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$1.39M
3
+$612K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K
5
BND icon
Vanguard Total Bond Market
BND
+$461K

Top Sells

1
+$970K
2
+$666K
3
+$580K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$347K
5
AAPL icon
Apple
AAPL
+$267K

Sector Composition

1 Technology 7.44%
2 Healthcare 7.41%
3 Financials 4.57%
4 Consumer Staples 3.71%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
32
377
$4K ﹤0.01%
+27
378
$4K ﹤0.01%
30
379
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280
380
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200
381
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26
382
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186
383
$4K ﹤0.01%
8
384
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57
-1,000
385
$4K ﹤0.01%
1,200
386
$4K ﹤0.01%
15
387
$3K ﹤0.01%
88
388
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389
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162
390
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90
391
$3K ﹤0.01%
13
-242
392
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10
-11
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$3K ﹤0.01%
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36
395
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25
396
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19
397
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9
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11
399
$3K ﹤0.01%
15
400
$3K ﹤0.01%
+2
14 15
16
17 18