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
$653M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.34M
3
+$4.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.6M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$881K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$610K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$483K

Sector Composition

1 Technology 4.86%
2 Financials 3.42%
3 Healthcare 2.91%
4 Consumer Discretionary 1.44%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.13K ﹤0.01%
2
552
$1.12K ﹤0.01%
14
553
$1.12K ﹤0.01%
5
554
$1.12K ﹤0.01%
18
+9
555
$1.1K ﹤0.01%
8
556
$1.09K ﹤0.01%
30
557
$1.06K ﹤0.01%
10
558
$1.06K ﹤0.01%
4
-4
559
$1.06K ﹤0.01%
50
560
$1.05K ﹤0.01%
108
+49
561
$1.05K ﹤0.01%
2
-3
562
$1.05K ﹤0.01%
116
563
$1.05K ﹤0.01%
3
564
$1.04K ﹤0.01%
29
565
$1.03K ﹤0.01%
9
566
$956 ﹤0.01%
3
-2
567
$936 ﹤0.01%
19
+1
568
$926 ﹤0.01%
9
-8
569
$921 ﹤0.01%
10
-68
570
$881 ﹤0.01%
9
571
$880 ﹤0.01%
500
+230
572
$879 ﹤0.01%
10
-1
573
$873 ﹤0.01%
12
574
$871 ﹤0.01%
41
575
$867 ﹤0.01%
28
-12
21 22
23
24 25