TFM

TFC Financial Management Portfolio holdings

AUM $797M
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$1.38M
3
+$613K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$516K
5
BND icon
Vanguard Total Bond Market
BND
+$469K

Top Sells

1
+$971K
2
+$655K
3
+$556K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$341K
5
AAPL icon
Apple
AAPL
+$280K

Sector Composition

1 Technology 7.44%
2 Healthcare 7.41%
3 Financials 4.57%
4 Consumer Staples 3.71%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
36
452
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453
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454
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22
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+31
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9
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75
465
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$2K ﹤0.01%
172
467
$2K ﹤0.01%
43
+2
468
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469
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471
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472
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70
+3
473
$2K ﹤0.01%
+45
474
$2K ﹤0.01%
106
475
$1K ﹤0.01%
40
17 18
19
20 21