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
$253M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1 +$4.34M
2 +$1.39M
3 +$612K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$514K
5
BND icon
Vanguard Total Bond Market
BND
+$461K

Top Sells

1 +$970K
2 +$666K
3 +$580K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$347K
5
AAPL icon
Apple
AAPL
+$267K

Sector Composition

1 Technology 7.44%
2 Healthcare 7.41%
3 Financials 4.57%
4 Consumer Staples 3.71%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$43K 0.02%
281
202
$43K 0.02%
402
203
$42K 0.02%
129
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$41K 0.02%
147
-19
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$41K 0.02%
127
+7
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$40K 0.02%
242
207
$40K 0.02%
431
+129
208
$40K 0.02%
227
209
$39K 0.02%
465
210
$38K 0.02%
900
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$38K 0.02%
127
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$37K 0.01%
117
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$35K 0.01%
289
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$34K 0.01%
730
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$34K 0.01%
645
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$34K 0.01%
276
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$33K 0.01%
839
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$33K 0.01%
372
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$32K 0.01%
665
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$32K 0.01%
226
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$32K 0.01%
374
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$31K 0.01%
1,854
223
$30K 0.01%
148
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$30K 0.01%
133
+22
225
$29K 0.01%
334