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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
$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
426
$2K ﹤0.01%
+40
427
$2K ﹤0.01%
+38
428
$2K ﹤0.01%
+71
429
$2K ﹤0.01%
+391
430
$2K ﹤0.01%
+19
431
$2K ﹤0.01%
+110
432
$1K ﹤0.01%
+6
433
$1K ﹤0.01%
+1
434
$1K ﹤0.01%
+4
435
$1K ﹤0.01%
+74
436
$1K ﹤0.01%
+31
437
$1K ﹤0.01%
+16
438
$1K ﹤0.01%
+9
439
$1K ﹤0.01%
+20
440
$1K ﹤0.01%
+7
441
$1K ﹤0.01%
+32
442
$1K ﹤0.01%
+9
443
$1K ﹤0.01%
+75
444
$1K ﹤0.01%
+68
445
$1K ﹤0.01%
+6
446
$1K ﹤0.01%
+18
447
$1K ﹤0.01%
+2
448
$1K ﹤0.01%
+10
449
$1K ﹤0.01%
+8
450
$1K ﹤0.01%
+14
16 17
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