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
$293M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$946K
3 +$888K
4
LDI icon
loanDepot
LDI
+$426K
5
OGN icon
Organon & Co
OGN
+$124K

Top Sells

1 +$912K
2 +$424K
3 +$323K
4
BND icon
Vanguard Total Bond Market
BND
+$289K
5
MRK icon
Merck
MRK
+$169K

Sector Composition

1 Technology 7.04%
2 Healthcare 6.48%
3 Financials 4.08%
4 Consumer Staples 3.21%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
45
552
$1K ﹤0.01%
13
553
$1K ﹤0.01%
1
554
$1K ﹤0.01%
9
555
$1K ﹤0.01%
52
556
$1K ﹤0.01%
4
557
$1K ﹤0.01%
7
558
$1K ﹤0.01%
11
559
$1K ﹤0.01%
12
560
$1K ﹤0.01%
14
561
$1K ﹤0.01%
4
562
$1K ﹤0.01%
26
563
$1K ﹤0.01%
9
564
$1K ﹤0.01%
42
565
$1K ﹤0.01%
11
566
$1K ﹤0.01%
3
567
$1K ﹤0.01%
1
568
$1K ﹤0.01%
41
569
$1K ﹤0.01%
30
570
$1K ﹤0.01%
7
571
$1K ﹤0.01%
5
572
$1K ﹤0.01%
180
573
-27
574
$0 ﹤0.01%
2
575
$0 ﹤0.01%
+13