TFG

Taylor Financial Group Portfolio holdings

AUM $170M
1-Year Est. Return 17.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$328K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$219K
3
+$203K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$196K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$191K

Top Sells

1
+$352K
2
+$280K
3
+$258K
4
MMM icon
3M
MMM
+$218K
5
KO icon
Coca-Cola
KO
+$215K

Sector Composition

1 Industrials 20.11%
2 Technology 15.55%
3 Financials 7.48%
4 Consumer Discretionary 5.76%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,000
102
– –
-800
1 2 3 4
5