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
726
$199 ﹤0.01%
1
727
$199 ﹤0.01%
+1
728
$198 ﹤0.01%
+1
729
$198 ﹤0.01%
+25
730
$197 ﹤0.01%
1
731
$196 ﹤0.01%
8
732
$195 ﹤0.01%
1
733
$195 ﹤0.01%
1
734
$191 ﹤0.01%
1
735
$188 ﹤0.01%
1
736
$185 ﹤0.01%
1
737
$182 ﹤0.01%
1
738
$181 ﹤0.01%
1
739
$181 ﹤0.01%
+1
740
$176 ﹤0.01%
5
741
$176 ﹤0.01%
+1
742
$175 ﹤0.01%
+3
743
$174 ﹤0.01%
1
744
$174 ﹤0.01%
1
745
$173 ﹤0.01%
+1
746
$172 ﹤0.01%
5
-15
747
$171 ﹤0.01%
1
748
$168 ﹤0.01%
1
749
$166 ﹤0.01%
4
750
$166 ﹤0.01%
1
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