TFG

Taylor Financial Group Portfolio holdings

AUM $160M
1-Year Est. Return 18.78%
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$252K
2
+$211K
3
+$208K
4
CRM icon
Salesforce
CRM
+$206K
5
WDFC icon
WD-40
WDFC
+$203K

Top Sells

1
+$580K
2
+$248K
3
+$237K
4
XOM icon
Exxon Mobil
XOM
+$221K
5
CVX icon
Chevron
CVX
+$201K

Sector Composition

1 Industrials 22.24%
2 Technology 14.27%
3 Financials 6.99%
4 Consumer Discretionary 6.26%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.96%
4,977
27
$1.24M 0.95%
8,571
-657
28
$1.21M 0.92%
2,730
-50
29
$1.19M 0.91%
30,602
-1,196
30
$1.17M 0.89%
2,099
31
$1.07M 0.82%
2,065
32
$1.01M 0.77%
3,976
-141
33
$1M 0.76%
5,545
34
$986K 0.75%
3,950
-800
35
$961K 0.73%
22,912
-343
36
$917K 0.7%
10,856
37
$893K 0.68%
50,756
-1,555
38
$882K 0.67%
19,970
-1,335
39
$846K 0.64%
7,280
-1,900
40
$817K 0.62%
6,226
-100
41
$809K 0.62%
4,041
-190
42
$793K 0.6%
6,458
-240
43
$732K 0.56%
4,923
-225
44
$726K 0.55%
2,575
45
$673K 0.51%
18,147
-6,398
46
$661K 0.5%
1,805
47
$631K 0.48%
5,155
-582
48
$611K 0.47%
3,611
49
$605K 0.46%
3,904
-235
50
$554K 0.42%
1,903
-20
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