TFM

TFC Financial Management Portfolio holdings

AUM $781M
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.34M
3
+$4.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.6M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$881K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$610K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$483K

Sector Composition

1 Technology 4.86%
2 Financials 3.42%
3 Healthcare 2.91%
4 Consumer Discretionary 1.44%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.62K ﹤0.01%
13
+1
427
$3.6K ﹤0.01%
2,022
+11
428
$3.6K ﹤0.01%
36
429
$3.58K ﹤0.01%
92
430
$3.57K ﹤0.01%
28
431
$3.57K ﹤0.01%
34
432
$3.54K ﹤0.01%
6
433
$3.51K ﹤0.01%
60
-5
434
$3.48K ﹤0.01%
7
435
$3.48K ﹤0.01%
8
-8
436
$3.44K ﹤0.01%
13
437
$3.43K ﹤0.01%
17
438
$3.41K ﹤0.01%
15
439
$3.28K ﹤0.01%
28
-246
440
$3.27K ﹤0.01%
232
441
$3.26K ﹤0.01%
65
-7
442
$3.26K ﹤0.01%
4
443
$3.2K ﹤0.01%
47
444
$3.2K ﹤0.01%
8
445
$3.18K ﹤0.01%
49
446
$3.04K ﹤0.01%
5
447
$3K ﹤0.01%
17
448
$2.99K ﹤0.01%
47
-61
449
$2.98K ﹤0.01%
25
450
$2.97K ﹤0.01%
3
16 17
18
19 20