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  Name: TFC Financial Management
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $562,825,000
  Total Value Change : $68,234,000
  Securities Held Change : 246
   
All Securities Held : 904
  New Positions : 242
  Closed Positions : 17
  Increased Positions : 375
  Unchanged Positions : 175
  Decreased Positions : 112

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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MOS)1 Year Chart         MOS Mosaic Co 817 Closed $30.08 $0 0 0% 0 -11 0    Agricultural & Fertil...
   (SRC)1 Year Chart         SRC Spirit Realty Capital Inc 653 Closed $0.00 $0 0 0% -1,000 -20 0    Diversified Investments
   (ZI)1 Year Chart         ZI Zoominfo Technologies Inc. 677 Closed $12.99 $0 0 0% -1,000 -50 0    N/A
   (FREL)1 Year Chart         FREL Fidelity Msci Real Estate I... 768 Closed $0.00 $0 0 0% -1,000 -50 0    N/A
   (CF)1 Year Chart         CF CF Industries Holdings Inc 652 Closed $74.38 $0 0 0% 0 -4 0    Basic Materials Whole...
   (INMD)1 Year Chart         INMD Inmode 676 Closed $18.58 $0 0 0% -49,000 -2,200 0    N/A
   (FSR)1 Year Chart         FSR Fisker Inc. 767 Closed $0.04 $0 0 0% -1,000 -659 0    N/A
   (IMGN)1 Year Chart         IMGN Immunogen Inc 675 Closed $31.23 $0 0 0% -320,000 -10,800 0    Drug Manufacturers - ...
   (D)1 Year Chart         D Dominion Energy Inc 766 Closed $52.84 $0 0 0% -1,000 -11 0    Electric Utilities
   (FDIG)1 Year Chart         FDIG Fidelity Crypto Industry Di... 663 Closed $0.00 $0 0 0% 0 -4 0    N/A
   (FOXA)1 Year Chart         FOXA Fox Corporation 765 Closed $33.31 $0 0 0% -5,000 -156 0    Entertainment - Diver...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 917 Closed $106.29 $0 0 0% -3,000 -25 0    Closed - End Fund - E...
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 655 Closed $9.19 $0 0 0% -1,000 -123 0    Wireless Communications
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 764 Closed $75.83 $0 0 0% -5,000 -75 0    N/A
   (YUMC)1 Year Chart         YUMC Yum China Holdings, Inc. 907 Closed $39.25 $0 0 0% -7,000 -165 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 654 Closed $106.86 $0 0 0% -20,000 -181 0    Closed - End Fund - E...
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 763 Closed $70.09 $0 0 0% -7,000 -100 0    Closed - End Fund - E...
      17 Records Found
  1    
Page 1 of 1
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