Tfc Financial Management Portfolio Holdings
Tfc Financial Management
- $650 Million
- Q1 2025
Tfc Financial Management has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $650 Million distributed in 958 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 $165M, Ishares Core Msci Intl Develop with a value of $97.6M, Ishares Barclays 1 3 Year Trea with a value of $72.9M, Ishares Inc with a value of $40.9M, and Dimensional ETF Tr Us Marketwi with a value of $38.8M.
Examining the 13F form we can see an increase of $19.8M in the current position value, from $631M to 650M.
Below you can find more details about Tfc Financial Management portfolio as well as his latest detailed transactions.
Portfolio value
$650 Million
ETFs: $541 Million
Technology: $31.4 Million
Financial Services: $22.2 Million
Healthcare: $18.6 Million
Consumer Cyclical: $9.37 Million
Industrials: $7.95 Million
Consumer Defensive: $6.96 Million
Energy: $5.85 Million
Other: $7.11 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 958
- Current Value $650 Million
- Prior Value $631 Million
- Filing
- Period Q1 2025
- Filing Date April 24, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 90 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 189 stocks