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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
$351M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$2.79M
3
+$1.52M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.04M

Top Sells

1
+$1.04M
2
+$324K
3
+$281K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$166K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$143K

Sector Composition

1 Consumer Discretionary 10.22%
2 Technology 6.65%
3 Healthcare 6.13%
4 Financials 3.61%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
34
502
$1K ﹤0.01%
3
503
$1K ﹤0.01%
41
504
$1K ﹤0.01%
7
505
$1K ﹤0.01%
180
506
$1K ﹤0.01%
22
507
$1K ﹤0.01%
10
508
$1K ﹤0.01%
5
509
$1K ﹤0.01%
5
510
$1K ﹤0.01%
16
511
$1K ﹤0.01%
4
512
$1K ﹤0.01%
9
513
$1K ﹤0.01%
11
514
$1K ﹤0.01%
3
515
$1K ﹤0.01%
6
516
$1K ﹤0.01%
18
517
$1K ﹤0.01%
2
518
$1K ﹤0.01%
+5
519
$1K ﹤0.01%
14
-37
520
$1K ﹤0.01%
28
521
$1K ﹤0.01%
4
522
$1K ﹤0.01%
7
523
$1K ﹤0.01%
11
524
$1K ﹤0.01%
12
525
$1K ﹤0.01%
3
19 20
21
22 23