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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
$316M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.78M
3
+$798K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$486K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$404K

Top Sells

1
+$2.6M
2
+$2.54M
3
+$655K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$546K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$428K

Sector Composition

1 Consumer Discretionary 6.31%
2 Technology 6.31%
3 Healthcare 6.21%
4 Financials 3.52%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
8
452
$1K ﹤0.01%
18
453
$1K ﹤0.01%
14
454
$1K ﹤0.01%
8
455
$1K ﹤0.01%
+11
456
$1K ﹤0.01%
31
457
$1K ﹤0.01%
3
458
$1K ﹤0.01%
6
459
$1K ﹤0.01%
21
460
$1K ﹤0.01%
28
461
$1K ﹤0.01%
37
462
$1K ﹤0.01%
40
463
$1K ﹤0.01%
24
464
$1K ﹤0.01%
41
465
$1K ﹤0.01%
4
466
$1K ﹤0.01%
2
-46
467
$1K ﹤0.01%
7
468
$1K ﹤0.01%
11
469
$1K ﹤0.01%
22
470
$1K ﹤0.01%
19
471
$1K ﹤0.01%
10
472
$1K ﹤0.01%
10
473
$1K ﹤0.01%
18
474
$1K ﹤0.01%
+3
475
$1K ﹤0.01%
4
17 18
19
20 21