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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
426
$3K ﹤0.01%
50
427
$3K ﹤0.01%
71
428
$3K ﹤0.01%
+67
429
$3K ﹤0.01%
25
430
$2K ﹤0.01%
31
431
$2K ﹤0.01%
25
432
$2K ﹤0.01%
66
433
$2K ﹤0.01%
148
434
$2K ﹤0.01%
4
435
$2K ﹤0.01%
19
436
$2K ﹤0.01%
96
437
$2K ﹤0.01%
37
438
$2K ﹤0.01%
7
439
$2K ﹤0.01%
10
440
$2K ﹤0.01%
32
441
$2K ﹤0.01%
13
442
$2K ﹤0.01%
24
443
$2K ﹤0.01%
24
444
$2K ﹤0.01%
18
-160
445
$2K ﹤0.01%
235
+4
446
$2K ﹤0.01%
75
447
$2K ﹤0.01%
47
448
$2K ﹤0.01%
6
449
$2K ﹤0.01%
22
450
$2K ﹤0.01%
67
-3
16 17
18
19 20