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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
$335M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$2.35M
3
+$1.93M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$732K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$712K

Top Sells

1
+$1.21M
2
+$288K
3
+$277K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$215K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$192K

Sector Composition

1 Healthcare 6.29%
2 Technology 6.24%
3 Consumer Discretionary 4.87%
4 Financials 3.17%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
13
427
$2K ﹤0.01%
9
428
$2K ﹤0.01%
83
+16
429
$2K ﹤0.01%
57
430
$2K ﹤0.01%
33
431
$2K ﹤0.01%
18
432
$1K ﹤0.01%
3
433
$1K ﹤0.01%
10
434
$1K ﹤0.01%
10
435
$1K ﹤0.01%
4
436
$1K ﹤0.01%
31
437
$1K ﹤0.01%
16
438
$1K ﹤0.01%
9
439
$1K ﹤0.01%
52
440
$1K ﹤0.01%
5
441
$1K ﹤0.01%
20
442
$1K ﹤0.01%
116
443
$1K ﹤0.01%
7
444
$1K ﹤0.01%
32
445
$1K ﹤0.01%
8
446
$1K ﹤0.01%
48
447
$1K ﹤0.01%
8
-179
448
$1K ﹤0.01%
5
449
$1K ﹤0.01%
14
450
$1K ﹤0.01%
10
-216
16 17
18
19 20