TFM

Trademark Financial Management Portfolio holdings

AUM $172M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$179K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.46M
3
+$1.65M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$1.35M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.22M

Top Sells

1
+$3.16M
2
+$2.31M
3
+$1.92M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.19M
5
AVSE icon
Avantis Responsible Emerging Markets Equity ETF
AVSE
+$903K

Sector Composition

1 Technology 1.84%
2 Consumer Discretionary 0.92%
3 Consumer Staples 0.77%
4 Energy 0.46%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,267
102
– –
-7,056
103
– –
-7,862
1 2 3 4
5