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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$53.3M
3
+$9.53M
4
AAPL icon
Apple
AAPL
+$5.61M
5
PG icon
Procter & Gamble
PG
+$4.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.28%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+3
502
$1K ﹤0.01%
+1
503
$1K ﹤0.01%
+41
504
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+10
505
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+7
506
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507
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+68
508
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+8
509
$1K ﹤0.01%
+17
510
$1K ﹤0.01%
+180
511
$1K ﹤0.01%
+6
512
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+18
513
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514
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+10
515
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516
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517
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+50
518
$1K ﹤0.01%
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519
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+24
520
$1K ﹤0.01%
+45
521
$1K ﹤0.01%
+25
522
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+3
523
$1K ﹤0.01%
+18
524
$1K ﹤0.01%
+6
525
$1K ﹤0.01%
+250
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