TF
TME Financial Portfolio holdings
AUM
$133M
1-Year Est. Return
9.12%
1 Year Est. Return
+9.12%
AUM
$124M
AUM Growth
+$8.58M
(+7.5%)
Holding
79
Top Buys
| 1 | +$4.08M | |
| 2 | +$3.61M | |
| 3 | +$2.58M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$2.49M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$2.13M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$4.59M | |
| 3 | +$2.75M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$2.64M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$1.96M |
Sector Composition
| 1 | Technology | 0.57% |
| 2 | Communication Services | 0.49% |
| 3 | Healthcare | 0.22% |
| 4 | Financials | 0.17% |
| 5 | Energy | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| – | – |
-5,468
|
|
||
|
77
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – |
-53,189
|
|
||
|
78
Vanguard Small-Cap Growth ETF
VBK
$19.9B
| – | – |
-10,467
|
|
||
79
Exxon Mobil
XOM
$503B
| – | – |
-1,750
|
|