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
501
$1.75K ﹤0.01%
70
+42
502
$1.75K ﹤0.01%
50
503
$1.75K ﹤0.01%
23
504
$1.73K ﹤0.01%
5
-1
505
$1.72K ﹤0.01%
4
506
$1.7K ﹤0.01%
6
-2
507
$1.66K ﹤0.01%
21
+11
508
$1.66K ﹤0.01%
57
509
$1.65K ﹤0.01%
34
-28
510
$1.64K ﹤0.01%
68
+18
511
$1.59K ﹤0.01%
23
-28
512
$1.58K ﹤0.01%
12
513
$1.58K ﹤0.01%
11
514
$1.58K ﹤0.01%
6
515
$1.56K ﹤0.01%
19
-70
516
$1.56K ﹤0.01%
29
517
$1.54K ﹤0.01%
3
518
$1.52K ﹤0.01%
+25
519
$1.52K ﹤0.01%
6
520
$1.5K ﹤0.01%
7
521
$1.48K ﹤0.01%
34
522
$1.46K ﹤0.01%
6
523
$1.44K ﹤0.01%
76
-14
524
$1.44K ﹤0.01%
14
525
$1.44K ﹤0.01%
7
-2
19 20
21
22 23