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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
$329M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.14M
3
+$793K
4
LDI icon
loanDepot
LDI
+$532K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$425K

Top Sells

1
+$447K
2
+$307K
3
+$271K
4
JPM icon
JPMorgan Chase
JPM
+$260K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$255K

Sector Composition

1 Technology 7.71%
2 Healthcare 6.54%
3 Financials 3.88%
4 Consumer Staples 3.47%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
244
+5
427
$3K ﹤0.01%
+5
428
$3K ﹤0.01%
12
429
$3K ﹤0.01%
46
430
$3K ﹤0.01%
18
431
$3K ﹤0.01%
113
432
$3K ﹤0.01%
34
433
$3K ﹤0.01%
75
434
$3K ﹤0.01%
19
435
$3K ﹤0.01%
3
436
$3K ﹤0.01%
19
437
$3K ﹤0.01%
56
438
$3K ﹤0.01%
+81
439
$3K ﹤0.01%
60
440
$3K ﹤0.01%
55
441
$3K ﹤0.01%
9
442
$3K ﹤0.01%
90
443
$3K ﹤0.01%
172
444
$3K ﹤0.01%
+25
445
$3K ﹤0.01%
61
-166
446
$3K ﹤0.01%
35
447
$3K ﹤0.01%
+53
448
$3K ﹤0.01%
22
449
$3K ﹤0.01%
117
450
$2K ﹤0.01%
6
16 17
18
19 20