TFM
Trademark Financial Management Portfolio holdings
AUM
$164M
1-Year Return
12.99%
This Quarter Return
+9.22%
1 Year Return
+12.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.29%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$14.9M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$9.81M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$8.31M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$7.95M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$7.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.13% |
| 2 | Consumer Discretionary | 0.91% |
| 3 | Consumer Staples | 0.4% |
