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TFG
Taylor Financial Group Portfolio holdings
AUM
$165M
1-Year Est. Return
17.79%
This Fund
S&P 500
1 Year Est. Return
+17.79%
AUM
$165M
AUM Growth
-$5.18M
(-3%)
Holding
103
Top Buys
| 1 | +$2.35M | |
| 2 | +$186K | |
| 3 | +$171K | |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
+$165K |
| 5 |
FISV
Fiserv Inc
FISV
|
+$164K |
Top Sells
| 1 | +$642K | |
| 2 | +$349K | |
| 3 | +$325K | |
| 4 |
Lowe's Companies
LOW
|
+$268K |
| 5 |
Abbott
ABT
|
+$262K |
Sector Composition
| 1 | Industrials | 21.74% |
| 2 | Technology | 11.04% |
| 3 | Financials | 6.6% |
| 4 | Consumer Discretionary | 5.42% |
| 5 | Healthcare | 3.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Automatic Data Processing
ADP
$89.2B
| – | – |
-779
|
|
||
102
iShares US Technology ETF
IYW
$25.2B
| – | – |
-1,088
|
|
||
103
Visa
V
$616B
| – | – |
-626
|
|