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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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.39M
3
+$969K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$686K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$403K

Top Sells

1
+$180K
2
+$120K
3
+$90.6K
4
UN
Unilever NV New York Registry Shares
UN
+$83K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$82.8K

Sector Composition

1 Technology 8.17%
2 Healthcare 8.08%
3 Financials 4.48%
4 Consumer Staples 4.12%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
32
427
$2K ﹤0.01%
30
428
$2K ﹤0.01%
31
429
$2K ﹤0.01%
10
430
$2K ﹤0.01%
226
+4
431
$2K ﹤0.01%
68
432
$2K ﹤0.01%
+78
433
$2K ﹤0.01%
148
434
$2K ﹤0.01%
4
435
$2K ﹤0.01%
19
436
$2K ﹤0.01%
106
437
$2K ﹤0.01%
15
438
$2K ﹤0.01%
22
439
$2K ﹤0.01%
40
440
$2K ﹤0.01%
13
441
$2K ﹤0.01%
9
442
$2K ﹤0.01%
67
443
$2K ﹤0.01%
34
-4
444
$2K ﹤0.01%
6
445
$2K ﹤0.01%
36
446
$2K ﹤0.01%
96
447
$2K ﹤0.01%
6
-4
448
$2K ﹤0.01%
22
449
$2K ﹤0.01%
37
450
$2K ﹤0.01%
75
-75
16 17
18
19 20