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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
$293M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$868K
3
+$865K
4
LDI icon
loanDepot
LDI
+$541K
5
OGN icon
Organon & Co
OGN
+$135K

Top Sells

1
+$917K
2
+$424K
3
+$330K
4
BND icon
Vanguard Total Bond Market
BND
+$287K
5
MRK icon
Merck
MRK
+$161K

Sector Composition

1 Technology 7.04%
2 Healthcare 6.48%
3 Financials 4.08%
4 Consumer Staples 3.21%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+60
402
$3K ﹤0.01%
105
403
$3K ﹤0.01%
55
404
$3K ﹤0.01%
186
405
$3K ﹤0.01%
31
406
$3K ﹤0.01%
90
407
$3K ﹤0.01%
+45
408
$3K ﹤0.01%
117
409
$3K ﹤0.01%
38
410
$3K ﹤0.01%
61
411
$3K ﹤0.01%
35
412
$3K ﹤0.01%
162
413
$3K ﹤0.01%
34
414
$3K ﹤0.01%
5
415
$3K ﹤0.01%
68
416
$3K ﹤0.01%
19
417
$3K ﹤0.01%
223
418
$3K ﹤0.01%
93
419
$3K ﹤0.01%
90
420
$3K ﹤0.01%
113
-93
421
$3K ﹤0.01%
33
422
$3K ﹤0.01%
25
423
$3K ﹤0.01%
78
424
$3K ﹤0.01%
9
425
$3K ﹤0.01%
88
15 16
17
18 19