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

Top Buys

1
+$62.6M
2
+$53.3M
3
+$9.59M
4
AAPL icon
Apple
AAPL
+$5.96M
5
PG icon
Procter & Gamble
PG
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.27%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+45
452
$1K ﹤0.01%
+34
453
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+57
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455
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456
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457
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458
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459
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460
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461
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+250
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467
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468
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469
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470
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+96
471
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+6
472
$1K ﹤0.01%
+4
473
$1K ﹤0.01%
+51
474
$1K ﹤0.01%
+13
475
$1K ﹤0.01%
+17
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