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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
$301M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.68M
3
+$1.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M

Top Sells

1
+$198K
2
+$99.7K
3
+$95.9K
4
MSFT icon
Microsoft
MSFT
+$90.5K
5
LDI icon
loanDepot
LDI
+$77.4K

Sector Composition

1 Technology 6.97%
2 Healthcare 6.56%
3 Financials 4.05%
4 Consumer Staples 3.41%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
13
502
$1K ﹤0.01%
13
503
$1K ﹤0.01%
1
504
$1K ﹤0.01%
9
505
$1K ﹤0.01%
3
506
$1K ﹤0.01%
8
507
$1K ﹤0.01%
3
508
$1K ﹤0.01%
22
509
$1K ﹤0.01%
5
510
$1K ﹤0.01%
4
511
$1K ﹤0.01%
23
512
$1K ﹤0.01%
34
513
$1K ﹤0.01%
9
514
$1K ﹤0.01%
57
515
$1K ﹤0.01%
42
516
$1K ﹤0.01%
3
517
$1K ﹤0.01%
180
518
$1K ﹤0.01%
19
519
$1K ﹤0.01%
50
520
$1K ﹤0.01%
10
-250
521
$1K ﹤0.01%
31
522
$1K ﹤0.01%
13
523
$1K ﹤0.01%
7
524
$1K ﹤0.01%
32
525
$1K ﹤0.01%
8
-1
19 20
21
22 23