TF
TME Financial Portfolio holdings
AUM
$133M
1-Year Est. Return
9.12%
1 Year Est. Return
+9.12%
AUM
$133M
AUM Growth
+$9.83M
(+7.9%)
Holding
76
Top Buys
| 1 | +$411K | |
| 2 | +$410K | |
| 3 | +$387K | |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$314K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$312K |
Top Sells
| 1 | +$521K | |
| 2 | +$283K | |
| 3 | +$214K | |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
+$213K |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$98.5K |
Sector Composition
| 1 | Communication Services | 0.56% |
| 2 | Technology | 0.4% |
| 3 | Healthcare | 0.2% |
| 4 | Financials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Microsoft
MSFT
$3.54T
| – | – |
-431
|
|