TFM

TFC Financial Management Portfolio holdings

AUM $730M
1-Year Est. Return 13.78%
This Quarter Est. Return
1 Year Est. Return
+13.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$12.9M
3 +$2.19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.75M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$936K

Top Sells

1 +$3.66M
2 +$760K
3 +$305K
4
JNJ icon
Johnson & Johnson
JNJ
+$232K
5
PWRD
TCW Transform Systems ETF
PWRD
+$168K

Sector Composition

1 Technology 6.27%
2 Healthcare 4.77%
3 Financials 3.16%
4 Consumer Discretionary 1.86%
5 Consumer Staples 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-6
702
-11
703
-30
704
-12
705
-173
706
-254
707
-14
708
-940
709
-253
710
-3
711
-11
712
-10,000