TFM
TFC Financial Management Portfolio holdings
AUM
$781M
1-Year Est. Return
14.25%
1 Year Est. Return
+14.25%
AUM
$730M
AUM Growth
+$76.8M
(+12%)
Holding
1,106
Top Buys
| 1 | +$25.4M | |
| 2 | +$4.48M | |
| 3 | +$3M | |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$1.1M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$941K |
Top Sells
| 1 | +$5.24M | |
| 2 | +$1.5M | |
| 3 | +$281K | |
| 4 |
NVIDIA
NVDA
|
+$275K |
| 5 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$257K |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Financials | 2.93% |
| 3 | Healthcare | 2.36% |
| 4 | Industrials | 1.39% |
| 5 | Consumer Discretionary | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1101
Toronto Dominion Bank
TD
$139B
| – | – |
-1,027
|
|
||
1102
Teladoc Health
TDOC
$1.23B
| – | – |
-1
|
|
||
1103
Teradyne
TER
$26.6B
| – | – |
-1
|
|
||
1104
Twist Bioscience
TWST
$1.62B
| – | – |
-1
|
|
||
1105
Viper Energy
VNOM
$6.4B
| – | – |
-236
|
|
||
1106
Virtus Investment Partners
VRTS
$1.11B
| – | – |
-1
|
|