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
401
$2K ﹤0.01%
+4
402
$2K ﹤0.01%
+200
403
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+19
404
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405
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406
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407
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+59
408
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409
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410
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411
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412
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415
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416
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417
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418
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420
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+40
421
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+13
422
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+61
423
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+162
424
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+9
425
$2K ﹤0.01%
+38
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