We are live on ! Find out more
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
576
– –
-9
577
$0 ﹤0.01%
12
578
– –
-750
579
– –
-103
580
$0 ﹤0.01%
7
581
– –
-80
582
– –
-50
583
– –
-1
584
– –
-781
585
– –
-55
586
– –
-1,854
587
– –
-5
588
$0 ﹤0.01%
22
589
$0 ﹤0.01%
5
590
$0 ﹤0.01%
1
591
$0 ﹤0.01%
8
592
$0 ﹤0.01%
4
593
– –
-45
594
– –
-200
595
– –
-223
596
– –
-1,500
597
– –
0
598
$0 ﹤0.01%
1
599
$0 ﹤0.01%
19
600
$0 ﹤0.01%
13
21 22 23
24
25