We are live on ! Find out more
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
$301M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.68M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M

Top Sells

1
+$198K
2
+$99.7K
3
+$95.9K
4
MSFT icon
Microsoft
MSFT
+$90.5K
5
LDI icon
loanDepot
LDI
+$77.4K

Sector Composition

1 Technology 6.97%
2 Healthcare 6.56%
3 Financials 4.05%
4 Consumer Staples 3.41%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
19
452
$2K ﹤0.01%
47
453
$2K ﹤0.01%
+12
454
$2K ﹤0.01%
4
455
$2K ﹤0.01%
22
456
$2K ﹤0.01%
32
457
$2K ﹤0.01%
90
458
$2K ﹤0.01%
18
459
$2K ﹤0.01%
31
460
$2K ﹤0.01%
25
461
$2K ﹤0.01%
3
462
$2K ﹤0.01%
18
463
$2K ﹤0.01%
96
464
$2K ﹤0.01%
7
465
$2K ﹤0.01%
9
466
$2K ﹤0.01%
10
467
$2K ﹤0.01%
106
468
$2K ﹤0.01%
15
469
$2K ﹤0.01%
88
470
$2K ﹤0.01%
75
471
$2K ﹤0.01%
24
472
$2K ﹤0.01%
24
473
$2K ﹤0.01%
67
474
$2K ﹤0.01%
56
475
$2K ﹤0.01%
37
17 18
19
20 21