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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
$316M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.78M
3
+$798K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$486K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$404K

Top Sells

1
+$2.6M
2
+$2.54M
3
+$655K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$546K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$428K

Sector Composition

1 Consumer Discretionary 6.31%
2 Technology 6.31%
3 Healthcare 6.21%
4 Financials 3.52%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
46
377
$3K ﹤0.01%
15
378
$3K ﹤0.01%
22
379
$3K ﹤0.01%
100
380
$3K ﹤0.01%
160
381
$3K ﹤0.01%
24
382
$3K ﹤0.01%
50
383
$3K ﹤0.01%
54
384
$3K ﹤0.01%
34
-6
385
$3K ﹤0.01%
100
-20
386
$3K ﹤0.01%
40
387
$3K ﹤0.01%
14
388
$3K ﹤0.01%
11
389
$3K ﹤0.01%
20
390
$2K ﹤0.01%
6
391
$2K ﹤0.01%
50
392
$2K ﹤0.01%
1
393
$2K ﹤0.01%
21
394
$2K ﹤0.01%
58
-14
395
$2K ﹤0.01%
10
396
$2K ﹤0.01%
15
397
$2K ﹤0.01%
27
398
$2K ﹤0.01%
50
399
$2K ﹤0.01%
66
400
$2K ﹤0.01%
148
14 15
16
17 18