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
201
$34K 0.02%
+1,800
202
$33K 0.02%
+226
203
$33K 0.02%
+900
204
$32K 0.02%
+117
205
$31K 0.02%
+202
206
$31K 0.02%
+2,340
207
$30K 0.01%
+4,526
208
$29K 0.01%
+164
209
$29K 0.01%
+374
210
$29K 0.01%
+334
211
$29K 0.01%
+138
212
$29K 0.01%
+242
213
$29K 0.01%
+276
214
$28K 0.01%
+337
215
$28K 0.01%
+2,088
216
$28K 0.01%
+847
217
$27K 0.01%
+730
218
$26K 0.01%
+127
219
$26K 0.01%
+665
220
$26K 0.01%
+326
221
$25K 0.01%
+839
222
$25K 0.01%
+227
223
$25K 0.01%
+1,854
224
$24K 0.01%
+640
225
$24K 0.01%
+165
7 8
9
10 11