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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
476
$1K ﹤0.01%
22
477
$1K ﹤0.01%
11
+4
478
$1K ﹤0.01%
2
479
$1K ﹤0.01%
3
480
$1K ﹤0.01%
14
481
$1K ﹤0.01%
22
482
$1K ﹤0.01%
3
483
$1K ﹤0.01%
3
484
$1K ﹤0.01%
15
485
$1K ﹤0.01%
19
486
$1K ﹤0.01%
12
487
$1K ﹤0.01%
+20
488
$1K ﹤0.01%
41
489
$1K ﹤0.01%
7
490
$1K ﹤0.01%
893
491
$1K ﹤0.01%
10
492
$1K ﹤0.01%
7
+4
493
$1K ﹤0.01%
3
494
$1K ﹤0.01%
31
495
$1K ﹤0.01%
18
496
$1K ﹤0.01%
23
-25
497
$1K ﹤0.01%
5
498
$1K ﹤0.01%
20
499
$1K ﹤0.01%
18
+5
500
$1K ﹤0.01%
13
18 19
20
21 22