TFG
Taylor Financial Group Portfolio holdings
AUM
$160M
1-Year Est. Return
18.78%
1 Year Est. Return
+18.78%
AUM
$160M
AUM Growth
+$16.4M
(+11%)
Holding
106
Top Buys
| 1 | +$1.03M | |
| 2 | +$396K | |
| 3 | +$386K | |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
+$375K |
| 5 |
SPDR SSGA Global Allocation ETF
GAL
|
+$375K |
Top Sells
| 1 | +$301K | |
| 2 | +$264K | |
| 3 | +$211K | |
| 4 |
Danaher
DHR
|
+$119K |
| 5 |
United Parcel Service
UPS
|
+$89.8K |
Sector Composition
| 1 | Industrials | 20.14% |
| 2 | Technology | 14.73% |
| 3 | Financials | 7.17% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Healthcare | 3.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Bank of America
BAC
$375B
| $206K | 0.13% |
+4,363
|
|
||
102
3M
MMM
$88.8B
| $204K | 0.13% |
+1,341
|
|
||
103
Candel Therapeutics
CADL
$289M
| $50.6K | 0.03% |
10,000
|
|
||
104
Milestone Pharmaceuticals
MIST
$162M
| $19.4K | 0.01% |
+10,000
|
|
||
105
Intel
INTC
$176B
| – | – |
-9,310
|
|
||
106
UnitedHealth
UNH
$327B
| – | – |
-505
|
|