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
176
$51K 0.03%
+2,060
177
$47K 0.02%
+663
178
$47K 0.02%
+1,027
179
$46K 0.02%
+200
180
$46K 0.02%
+281
181
$46K 0.02%
+800
182
$46K 0.02%
+409
183
$45K 0.02%
+1,474
184
$45K 0.02%
+725
185
$45K 0.02%
+870
186
$43K 0.02%
+800
187
$43K 0.02%
+90
188
$42K 0.02%
+132
189
$42K 0.02%
+400
190
$41K 0.02%
+505
191
$40K 0.02%
+402
192
$40K 0.02%
+234
193
$39K 0.02%
+379
194
$38K 0.02%
+1,984
195
$37K 0.02%
+465
196
$37K 0.02%
+1,773
197
$36K 0.02%
+372
198
$34K 0.02%
+61
199
$34K 0.02%
+1,519
200
$34K 0.02%
+660
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8
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