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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
$237M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$1.39M
3
+$969K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$686K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$403K

Top Sells

1
+$180K
2
+$120K
3
+$90.6K
4
UN
Unilever NV New York Registry Shares
UN
+$83K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$82.8K

Sector Composition

1 Technology 8.17%
2 Healthcare 8.08%
3 Financials 4.48%
4 Consumer Staples 4.12%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
26
502
$1K ﹤0.01%
34
503
$1K ﹤0.01%
9
504
$1K ﹤0.01%
57
505
$1K ﹤0.01%
42
506
$1K ﹤0.01%
11
507
$1K ﹤0.01%
5
508
$1K ﹤0.01%
34
-34
509
$1K ﹤0.01%
8
510
$1K ﹤0.01%
180
511
$1K ﹤0.01%
5
512
$1K ﹤0.01%
1
513
$1K ﹤0.01%
31
514
$1K ﹤0.01%
56
515
$1K ﹤0.01%
9
516
$1K ﹤0.01%
32
517
$1K ﹤0.01%
18
518
$1K ﹤0.01%
41
519
$1K ﹤0.01%
47
-12
520
$1K ﹤0.01%
9
521
$1K ﹤0.01%
13
522
$1K ﹤0.01%
9
523
$1K ﹤0.01%
22
524
$1K ﹤0.01%
24
525
$1K ﹤0.01%
14
19 20
21
22 23