TFG

Taylor Financial Group Portfolio holdings

AUM $174M
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
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
97
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
+$248K
2
+$237K
3
+$221K
4
CVX icon
Chevron
CVX
+$201K
5
DHR icon
Danaher
DHR
+$200K

Sector Composition

1 Industrials 22.85%
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
76
$291K 0.22%
1,653
+9
77
$255K 0.19%
1,400
-90
78
$252K 0.19%
+518
79
$251K 0.19%
2,206
-89
80
$250K 0.19%
505
81
$243K 0.19%
1,275
82
$239K 0.18%
6,965
-350
83
$235K 0.18%
3,496
84
$224K 0.17%
545
85
$224K 0.17%
3,863
86
$220K 0.17%
2,958
87
$217K 0.17%
1,343
-1
88
$213K 0.16%
3,826
-590
89
$211K 0.16%
+2,166
90
$208K 0.16%
+666
91
$206K 0.16%
+685
92
$203K 0.15%
+800
93
$202K 0.15%
+1,528
94
$201K 0.15%
+5,555
95
$24.7K 0.02%
+10,000
96
– –
-1,349
97
– –
-2,715
1 2 3
4