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
$653M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$6.34M
3
+$4.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.6M

Top Sells

1
+$1.59M
2
+$1.52M
3
+$881K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$610K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$483K

Sector Composition

1 Technology 4.86%
2 Financials 3.42%
3 Healthcare 2.91%
4 Consumer Discretionary 1.44%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$89.8K 0.01%
764
202
$89.6K 0.01%
1,548
+235
203
$89.3K 0.01%
581
-46
204
$88K 0.01%
+1,601
205
$87.7K 0.01%
1,740
206
$87.4K 0.01%
915
207
$86.8K 0.01%
775
-707
208
$82.9K 0.01%
571
+300
209
$82.8K 0.01%
3,645
-2,434
210
$82.4K 0.01%
177
-39
211
$81.6K 0.01%
2,261
212
$79.8K 0.01%
1,327
213
$78.8K 0.01%
1,302
+3
214
$76.9K 0.01%
2,526
-42
215
$76.7K 0.01%
677
216
$76.7K 0.01%
208
+4
217
$75.5K 0.01%
298
+50
218
$74.7K 0.01%
663
219
$73K 0.01%
1,325
220
$72.3K 0.01%
424
-31
221
$70.9K 0.01%
840
222
$70.8K 0.01%
265
223
$70.5K 0.01%
1,040
-117
224
$70.4K 0.01%
+2,100
225
$70.2K 0.01%
2,503
7 8
9
10 11