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
$281M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.59M
3
+$2.13M
4
AAPL icon
Apple
AAPL
+$1.86M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.78M

Top Sells

1
+$809K
2
+$726K
3
+$542K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$539K
5
AOS icon
A.O. Smith
AOS
+$452K

Sector Composition

1 Technology 19.46%
2 Healthcare 9.47%
3 Consumer Discretionary 9.35%
4 Financials 8.41%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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