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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
$347M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.57M
3
+$1.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.1M

Top Sells

1
+$2.88M
2
+$899K
3
+$498K
4
MSFT icon
Microsoft
MSFT
+$332K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$282K

Sector Composition

1 Healthcare 6.31%
2 Technology 6.08%
3 Consumer Discretionary 4.14%
4 Financials 3.56%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$49 ﹤0.01%
1
527
$37 ﹤0.01%
4
528
$33 ﹤0.01%
12
529
$24 ﹤0.01%
2
530
– –
0
531
– –
0
532
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-53
533
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-87
534
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-500
535
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-33
536
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537
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-500
538
– –
-750
539
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-329
540
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-90
541
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-117
542
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-30
543
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-783
544
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-5
545
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-310
546
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-3,000
547
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-200
548
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549
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550
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-750
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