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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
$293M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$868K
3
+$865K
4
LDI icon
loanDepot
LDI
+$541K
5
OGN icon
Organon & Co
OGN
+$135K

Top Sells

1
+$917K
2
+$424K
3
+$330K
4
BND icon
Vanguard Total Bond Market
BND
+$287K
5
MRK icon
Merck
MRK
+$161K

Sector Composition

1 Technology 7.04%
2 Healthcare 6.48%
3 Financials 4.08%
4 Consumer Staples 3.21%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
50
477
$2K ﹤0.01%
17
478
$2K ﹤0.01%
19
479
$2K ﹤0.01%
52
480
$2K ﹤0.01%
15
481
$2K ﹤0.01%
75
482
$1K ﹤0.01%
6
483
$1K ﹤0.01%
7
484
$1K ﹤0.01%
50
485
$1K ﹤0.01%
3
-30
486
$1K ﹤0.01%
3
487
$1K ﹤0.01%
1
488
$1K ﹤0.01%
18
489
$1K ﹤0.01%
31
490
$1K ﹤0.01%
13
491
$1K ﹤0.01%
4
492
$1K ﹤0.01%
5
493
$1K ﹤0.01%
16
494
$1K ﹤0.01%
56
-125
495
$1K ﹤0.01%
9
496
$1K ﹤0.01%
14
497
$1K ﹤0.01%
5
498
$1K ﹤0.01%
4
499
$1K ﹤0.01%
15
500
$1K ﹤0.01%
8
18 19
20
21 22