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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$18.6M
3
+$3.79M
4
AAPL icon
Apple
AAPL
+$3.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 22.97%
2 Technology 14.56%
3 Financials 7.13%
4 Consumer Discretionary 6.28%
5 Healthcare 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.43%
+3,611
52
$518K 0.43%
+5,737
53
$517K 0.43%
+4,465
54
$466K 0.38%
+3,837
55
$462K 0.38%
+700
56
$458K 0.38%
+1,896
57
$454K 0.37%
+5,750
58
$448K 0.37%
+2,135
59
$430K 0.35%
+3,640
60
$426K 0.35%
+1,555
61
$423K 0.35%
+2,699
62
$421K 0.35%
+2,500
63
$410K 0.34%
+858
64
$409K 0.34%
+1,644
65
$401K 0.33%
+1,040
66
$383K 0.32%
+2,614
67
$381K 0.31%
+872
68
$379K 0.31%
+1,552
69
$363K 0.3%
+746
70
$350K 0.29%
+4,310
71
$344K 0.28%
+1,358
72
$310K 0.25%
+10,759
73
$294K 0.24%
+7,289
74
$292K 0.24%
+2,070
75
$279K 0.23%
+8,614
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