Portfolio (Quarterly)
Guide ↗
TFC Financial Management, Inc.
· CIK 0001827844| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TTD | THE TRADE DESK INC | Technology | 16,374 | $372K | 0.05% | SOLD |
| 2 | DD | DUPONT DE NEMOURS INC | Basic Materials | 3,269 | $150K | 0.02% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 641 | $145K | 0.02% | SOLD |
| 4 | ZTS | ZOETIS INC | Healthcare | 1,093 | $129K | 0.02% | SOLD |
| 5 | RELX | RELX PLC | Communication Services | 2,062 | $68K | 0.01% | SOLD |
| 6 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 1,320 | $60K | 0.01% | SOLD |
| 7 | COUR | COURSERA INC | Consumer Defensive | 10,000 | $58K | 0.01% | SOLD |
| 8 | TOST | TOAST INC | Technology | 1,814 | $48K | 0.01% | SOLD |
| 9 | IUSG | ISHARES TR | — | 132 | $21K | 0.00% | SOLD |
| 10 | EWY | ISHARES INC | — | 91 | $11K | 0.00% | SOLD |
| 11 | LOGI | LOGITECH INTL S A | Technology | 100 | $9K | 0.00% | SOLD |
| 12 | APLS | APELLIS PHARMACEUTICALS INC | Healthcare | 212 | $9K | 0.00% | SOLD |
| 13 | GPN | GLOBAL PMTS INC | Industrials | 124 | $8K | 0.00% | SOLD |
| 14 | FQAL | FIDELITY COVINGTON TRUST | — | 107 | $8K | 0.00% | SOLD |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | — | 141 | $7K | 0.00% | SOLD |
| 16 | FDIS | FIDELITY COVINGTON TRUST | — | 50 | $5K | 0.00% | SOLD |
| 17 | HOWL | WEREWOLF THERAPEUTICS INC | Healthcare | 4,500 | $4K | — | SOLD |
| 18 | LIT | GLOBAL X FDS | — | 35 | $3K | — | SOLD |
| 19 | SNY | SANOFI SA | Healthcare | 50 | $2K | — | SOLD |
| 20 | SNAP | SNAP INC | Communication Services | 500 | $2K | — | SOLD |
Sector Allocation
Technology
29.2%
Healthcare
20.6%
Financial Services
11.6%
Industrials
10.2%
Consumer Cyclical
6.8%
Consumer Defensive
5.9%
Energy
5.6%
Communication Services
5.4%
Utilities
2.5%
Basic Materials
1.2%