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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
$351M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$2.79M
3
+$1.52M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.04M

Top Sells

1
+$1.04M
2
+$324K
3
+$281K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$166K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$143K

Sector Composition

1 Consumer Discretionary 10.22%
2 Technology 6.65%
3 Healthcare 6.13%
4 Financials 3.61%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
3
452
$1K ﹤0.01%
10
453
$1K ﹤0.01%
10
454
$1K ﹤0.01%
15
-450
455
$1K ﹤0.01%
31
456
$1K ﹤0.01%
10
457
$1K ﹤0.01%
4
458
$1K ﹤0.01%
56
459
$1K ﹤0.01%
9
460
$1K ﹤0.01%
14
461
$1K ﹤0.01%
52
462
$1K ﹤0.01%
5
463
$1K ﹤0.01%
20
-269
464
$1K ﹤0.01%
53
465
$1K ﹤0.01%
20
466
$1K ﹤0.01%
7
467
$1K ﹤0.01%
32
468
$1K ﹤0.01%
8
469
$1K ﹤0.01%
+8
470
$1K ﹤0.01%
14
471
$1K ﹤0.01%
7
472
$1K ﹤0.01%
6
473
$1K ﹤0.01%
37
474
$1K ﹤0.01%
40
475
$1K ﹤0.01%
12
17 18
19
20 21