TFM

TFC Financial Management Portfolio holdings

AUM $781M
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.34M
3
+$4.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.6M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$881K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$610K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$483K

Sector Composition

1 Technology 4.86%
2 Financials 3.42%
3 Healthcare 2.91%
4 Consumer Discretionary 1.44%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.38K ﹤0.01%
93
477
$2.3K ﹤0.01%
25
478
$2.25K ﹤0.01%
27
479
$2.23K ﹤0.01%
116
+85
480
$2.23K ﹤0.01%
15
+4
481
$2.21K ﹤0.01%
185
+117
482
$2.21K ﹤0.01%
32
483
$2.21K ﹤0.01%
11
484
$2.2K ﹤0.01%
300
485
$2.18K ﹤0.01%
17
+2
486
$2.12K ﹤0.01%
140
+63
487
$2.07K ﹤0.01%
6
488
$2.06K ﹤0.01%
18
+11
489
$2.03K ﹤0.01%
28
+3
490
$2.03K ﹤0.01%
250
-250
491
$2K ﹤0.01%
9
+4
492
$1.98K ﹤0.01%
14
493
$1.98K ﹤0.01%
6
+2
494
$1.95K ﹤0.01%
8
495
$1.91K ﹤0.01%
4
-11
496
$1.86K ﹤0.01%
67
497
$1.84K ﹤0.01%
6
498
$1.83K ﹤0.01%
15
499
$1.78K ﹤0.01%
7
-12
500
$1.76K ﹤0.01%
39
18 19
20
21 22