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TFM

TFC Financial Management Portfolio holdings

AUM $812M
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.68M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M

Top Sells

1
+$198K
2
+$99.7K
3
+$95.9K
4
MSFT icon
Microsoft
MSFT
+$90.5K
5
LDI icon
loanDepot
LDI
+$77.4K

Sector Composition

1 Technology 6.97%
2 Healthcare 6.56%
3 Financials 4.05%
4 Consumer Staples 3.41%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
43
377
$6K ﹤0.01%
90
378
$6K ﹤0.01%
+37
379
$5K ﹤0.01%
24
380
$5K ﹤0.01%
30
381
$5K ﹤0.01%
17
382
$5K ﹤0.01%
225
383
$5K ﹤0.01%
40
384
$5K ﹤0.01%
57
385
$5K ﹤0.01%
35
386
$5K ﹤0.01%
50
387
$5K ﹤0.01%
49
388
$5K ﹤0.01%
22
389
$5K ﹤0.01%
69
390
$5K ﹤0.01%
85
391
$5K ﹤0.01%
81
+36
392
$5K ﹤0.01%
41
393
$5K ﹤0.01%
525
394
$4K ﹤0.01%
88
395
$4K ﹤0.01%
50
396
$4K ﹤0.01%
25
-21
397
$4K ﹤0.01%
39
398
$4K ﹤0.01%
175
399
$4K ﹤0.01%
15
400
$4K ﹤0.01%
18
-12
14 15
16
17 18