TFG
Taylor Financial Group Portfolio holdings
AUM
$170M
1-Year Est. Return
17.72%
This Fund
S&P 500
1 Year Est. Return
+17.72%
AUM
$170M
AUM Growth
-$3.63M
(-2.1%)
Holding
105
Top Buys
| 1 | +$280K | |
| 2 | +$110K | |
| 3 | +$103K | |
| 4 |
Amazon
AMZN
|
+$98.4K |
| 5 |
Blackstone
BX
|
+$69.1K |
Sector Composition
| 1 | Industrials | 20.93% |
| 2 | Technology | 12.43% |
| 3 | Financials | 7.28% |
| 4 | Consumer Discretionary | 5.59% |
| 5 | Healthcare | 3.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Candel Therapeutics
CADL
$379M
| $76.8K | 0.05% |
13,600
|
|
||
102
Milestone Pharmaceuticals
MIST
$152M
| $20.2K | 0.01% |
10,000
|
|
||
|
DOCU
103
DocuSign
DOCU
$9.52B
| – | – |
-4,000
|
|
||
104
3M
MMM
$78.5B
| – | – |
-1,341
|
|
||
105
Uber
UBER
$160B
| – | – |
-2,275
|
|