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
$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
476
$1K ﹤0.01%
24
477
$1K ﹤0.01%
41
478
$1K ﹤0.01%
10
479
$1K ﹤0.01%
3
480
$1K ﹤0.01%
4
481
$1K ﹤0.01%
51
482
$1K ﹤0.01%
19
483
$1K ﹤0.01%
3
484
$1K ﹤0.01%
186
485
$1K ﹤0.01%
19
486
$1K ﹤0.01%
13
487
$1K ﹤0.01%
17
488
$1K ﹤0.01%
12
489
$1K ﹤0.01%
13
490
$1K ﹤0.01%
13
491
$1K ﹤0.01%
9
492
$1K ﹤0.01%
3
493
$1K ﹤0.01%
15
494
$1K ﹤0.01%
33
495
$1K ﹤0.01%
8
496
$1K ﹤0.01%
5
497
$1K ﹤0.01%
23
498
$1K ﹤0.01%
14
499
$1K ﹤0.01%
4
500
$1K ﹤0.01%
26
18 19
20
21 22