TFS

Thoroughbred Financial Services Portfolio holdings

AUM $1.69B
1-Year Est. Return 33.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$586K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.19M
3
+$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.11M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.09M

Top Sells

1
+$14.9M
2
+$6.98M
3
+$4.15M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$3.52M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.56M

Sector Composition

1 Technology 14.72%
2 Financials 10.91%
3 Healthcare 9.51%
4 Consumer Discretionary 9.33%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-13,500
252
– –
-1,000
253
– –
-7,915
254
– –
-5,313
7 8 9 10
11