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
76
$266K 0.22%
+505
77
$253K 0.21%
+2,295
78
$252K 0.21%
+7,315
79
$248K 0.2%
+2,715
80
$237K 0.19%
+475
81
$233K 0.19%
+4,416
82
$231K 0.19%
+1,490
83
$225K 0.19%
+3,496
84
$218K 0.18%
+545
85
$212K 0.17%
+3,863
86
$209K 0.17%
+1,275
87
$208K 0.17%
+1,344
88
$208K 0.17%
+2,958
89
$201K 0.17%
+1,349
1 2 3
4