Tfc Financial Management has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $629 Million distributed in 1004 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $168M, Ishares Core Msci Intl Develop with a value of $98.7M, Ishares Barclays 1 3 Year Trea with a value of $68.3M, Dimensional ETF Tr Us Marketwi with a value of $40.3M, and J P Morgan ETF Tr U S Quality with a value of $35M.
Examining the 13F form we can see an increase of $60.1M in the current position value, from $568M to 629M.
Below you can find more details about Tfc Financial Management portfolio as well as his latest detailed transactions.
Portfolio value
$629 Million
ETFs: $516 Million
Technology: $36.6 Million
Healthcare: $20.9 Million
Financial Services: $16.5 Million
Consumer Cyclical: $9.86 Million
Industrials: $8.58 Million
Consumer Defensive: $7.3 Million
Energy: $5.35 Million
Other: $7.68 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
