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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
526
$1K ﹤0.01%
31
527
$1K ﹤0.01%
41
+1
528
$1K ﹤0.01%
24
529
$1K ﹤0.01%
12
530
$1K ﹤0.01%
7
531
$1K ﹤0.01%
11
532
$1K ﹤0.01%
12
533
$1K ﹤0.01%
4
534
$1K ﹤0.01%
41
535
$1K ﹤0.01%
30
536
$1K ﹤0.01%
7
537
$1K ﹤0.01%
37
538
$1K ﹤0.01%
+10
539
$1K ﹤0.01%
4
540
$1K ﹤0.01%
16
541
$1K ﹤0.01%
56
542
$1K ﹤0.01%
9
543
$1K ﹤0.01%
14
544
$1K ﹤0.01%
5
545
$1K ﹤0.01%
53
546
$1K ﹤0.01%
15
547
$1K ﹤0.01%
8
548
$1K ﹤0.01%
14
549
$1K ﹤0.01%
3
550
$1K ﹤0.01%
66
20 21
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