TFG

Taylor Financial Group Portfolio holdings

AUM $174M
1-Year Est. Return 18.31%
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$599K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$289K
3
+$284K
4
UPS icon
United Parcel Service
UPS
+$268K
5
GAL icon
State Street Global Allocation ETF
GAL
+$259K

Top Sells

1
+$229K
2
+$216K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$212K
5
CSCO icon
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
– –
-1,122
102
– –
-2,958
103
– –
-530
1 2 3 4
5