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
126
$93K 0.05%
+1,722
127
$93K 0.05%
+562
128
$93K 0.05%
+491
129
$91K 0.05%
+707
130
$89K 0.04%
+454
131
$88K 0.04%
+282
132
$87K 0.04%
+1,369
133
$86K 0.04%
+1,143
134
$85K 0.04%
+15,570
135
$85K 0.04%
+6,280
136
$84K 0.04%
+1,075
137
$83K 0.04%
+395
138
$83K 0.04%
+1,374
139
$82K 0.04%
+342
140
$80K 0.04%
+2,400
141
$79K 0.04%
+414
142
$78K 0.04%
+212
143
$78K 0.04%
+826
144
$78K 0.04%
+281
145
$76K 0.04%
+2,522
146
$74K 0.04%
+246
147
$72K 0.04%
+326
148
$72K 0.04%
+1,216
149
$71K 0.04%
+250
150
$70K 0.03%
+243
4 5
6
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