TFM

TFC Financial Management Portfolio holdings

AUM $797M
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
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 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
526
$1K ﹤0.01%
41
+1
527
$1K ﹤0.01%
24
528
$1K ﹤0.01%
41
529
$1K ﹤0.01%
10
530
$1K ﹤0.01%
51
531
$1K ﹤0.01%
19
532
$1K ﹤0.01%
17
533
$1K ﹤0.01%
12
534
$1K ﹤0.01%
13
535
$1K ﹤0.01%
13
536
$1K ﹤0.01%
1
537
$1K ﹤0.01%
9
538
$1K ﹤0.01%
3
539
$1K ﹤0.01%
52
540
$1K ﹤0.01%
19
541
$1K ﹤0.01%
33
542
$1K ﹤0.01%
8
543
$1K ﹤0.01%
3
544
$1K ﹤0.01%
22
545
$1K ﹤0.01%
5
546
$1K ﹤0.01%
4
547
$1K ﹤0.01%
23
548
$1K ﹤0.01%
4
549
$1K ﹤0.01%
7
550
$1K ﹤0.01%
11