TFG
Taylor Financial Group Portfolio holdings
AUM
$160M
1-Year Est. Return
18.78%
1 Year Est. Return
+18.78%
AUM
$144M
AUM Growth
-$599K
(-0.41%)
Holding
103
Top Buys
| 1 | +$931K | |
| 2 | +$289K | |
| 3 | +$284K | |
| 4 |
United Parcel Service
UPS
|
+$268K |
| 5 |
SPDR SSGA Global Allocation ETF
GAL
|
+$259K |
Top Sells
| 1 | +$229K | |
| 2 | +$216K | |
| 3 | +$214K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$212K |
| 5 |
Cisco
CSCO
|
+$211K |
Sector Composition
| 1 | Industrials | 20.07% |
| 2 | Technology | 14.75% |
| 3 | Financials | 7.71% |
| 4 | Consumer Discretionary | 6.15% |
| 5 | Healthcare | 4.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Alphabet (Google) Class A
GOOGL
$3.08T
| – | – |
-1,122
|
|
||
102
iShares Core MSCI EAFE ETF
IEFA
$158B
| – | – |
-2,958
|
|
||
103
Tesla
TSLA
$1.49T
| – | – |
-530
|
|