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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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$53.3M
3
+$9.53M
4
AAPL icon
Apple
AAPL
+$5.61M
5
PG icon
Procter & Gamble
PG
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.28%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+50
452
$1K ﹤0.01%
+3
453
$1K ﹤0.01%
+28
454
$1K ﹤0.01%
+40
455
$1K ﹤0.01%
+17
456
$1K ﹤0.01%
+32
457
$1K ﹤0.01%
+12
458
$1K ﹤0.01%
+13
459
$1K ﹤0.01%
+19
460
$1K ﹤0.01%
+33
461
$1K ﹤0.01%
+23
462
$1K ﹤0.01%
+8
463
$1K ﹤0.01%
+3
464
$1K ﹤0.01%
+22
465
$1K ﹤0.01%
+5
466
$1K ﹤0.01%
+41
467
$1K ﹤0.01%
+3
468
$1K ﹤0.01%
+23
469
$1K ﹤0.01%
+4
470
$1K ﹤0.01%
+12
471
$1K ﹤0.01%
+7
472
$1K ﹤0.01%
+5
473
$1K ﹤0.01%
+68
474
$1K ﹤0.01%
+1
475
$1K ﹤0.01%
+18
17 18
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