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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
551
$1K ﹤0.01%
6
552
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21
553
$1K ﹤0.01%
28
554
$1K ﹤0.01%
40
555
$1K ﹤0.01%
13
556
$1K ﹤0.01%
41
557
$1K ﹤0.01%
52
558
$1K ﹤0.01%
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559
$1K ﹤0.01%
33
560
$1K ﹤0.01%
4
561
$1K ﹤0.01%
14
562
$1K ﹤0.01%
26
563
$1K ﹤0.01%
3
564
$1K ﹤0.01%
9
565
$1K ﹤0.01%
13
566
$1K ﹤0.01%
3
567
$1K ﹤0.01%
11
568
$0 ﹤0.01%
7
569
$0 ﹤0.01%
2
570
– –
0
571
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-10
572
– –
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573
$0 ﹤0.01%
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574
$0 ﹤0.01%
+4
575
– –
-78
21 22
23
24 25