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
$323M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$4.5M
2 +$1.99M
3 +$1.97M
4
CRM icon
Salesforce
CRM
+$1.2M
5
HD icon
Home Depot
HD
+$1.19M

Top Sells

1 +$1.71M
2 +$867K
3 +$739K
4
VLO icon
Valero Energy
VLO
+$667K
5
TVTY
Tivity Health, Inc. Common Stock
TVTY
+$546K

Sector Composition

1 Technology 21.52%
2 Consumer Discretionary 10.18%
3 Healthcare 7.23%
4 Financials 6.92%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-38,975
252
-21,000