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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$53.3M
3
+$9.59M
4
AAPL icon
Apple
AAPL
+$5.96M
5
PG icon
Procter & Gamble
PG
+$5.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.01%
2 Technology 8.58%
3 Consumer Staples 4.7%
4 Financials 4.27%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.19%
+4,050
52
$383K 0.19%
+12,339
53
$382K 0.19%
+2,311
54
$375K 0.19%
+13,003
55
$356K 0.18%
+1,622
56
$348K 0.17%
+4,436
57
$347K 0.17%
+1,664
58
$347K 0.17%
+5,828
59
$328K 0.16%
+2,221
60
$327K 0.16%
+22,550
61
$320K 0.16%
+1
62
$292K 0.14%
+1,724
63
$288K 0.14%
+2,519
64
$284K 0.14%
+1,349
65
$280K 0.14%
+941
66
$275K 0.14%
+1,920
67
$270K 0.13%
+1,370
68
$259K 0.13%
+3,520
69
$248K 0.12%
+946
70
$245K 0.12%
+4,067
71
$214K 0.11%
+4,340
72
$208K 0.1%
+9,903
73
$207K 0.1%
+1,245
74
$203K 0.1%
+3,477
75
$193K 0.1%
+1,095
1 2
3
4 5