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
151
$70K 0.03%
+200
152
$68K 0.03%
+1,473
153
$68K 0.03%
+367
154
$66K 0.03%
+622
155
$65K 0.03%
+326
156
$64K 0.03%
+280
157
$64K 0.03%
+765
158
$63K 0.03%
+1,057
159
$63K 0.03%
+969
160
$62K 0.03%
+255
161
$62K 0.03%
+1,008
162
$61K 0.03%
+2,256
163
$60K 0.03%
+1,452
164
$59K 0.03%
+1,539
165
$59K 0.03%
+712
166
$59K 0.03%
+667
167
$57K 0.03%
+694
168
$56K 0.03%
+120
169
$56K 0.03%
+55
170
$55K 0.03%
+277
171
$55K 0.03%
+15,200
172
$53K 0.03%
+233
173
$52K 0.03%
+500
174
$52K 0.03%
+412
175
$51K 0.03%
+436
5 6
7
8 9