TFS

Thoroughbred Financial Services Portfolio holdings

AUM $1.62B
1-Year Est. Return 35.57%
This Quarter Est. Return
1 Year Est. Return
+35.57%
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
+$2.72M
2
+$2.33M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.61M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.48M

Top Sells

1
+$809K
2
+$542K
3
+$499K
4
AOS icon
A.O. Smith
AOS
+$452K
5
TFC icon
Truist Financial
TFC
+$418K

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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