TFS

Thoroughbred Financial Services Portfolio holdings

AUM $1.43B
1-Year Est. Return 27.42%
This Quarter Est. Return
1 Year Est. Return
+27.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.52M
3
+$1.51M
4
CAT icon
Caterpillar
CAT
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.16M

Top Sells

1
+$9.48M
2
+$1.16M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$865K
5
MELI icon
Mercado Libre
MELI
+$829K

Sector Composition

1 Technology 24.99%
2 Healthcare 7.88%
3 Consumer Discretionary 7.87%
4 Financials 6.27%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$241K 0.05%
2,774
+25
302
$236K 0.05%
2,300
-17
303
$235K 0.05%
+1,004
304
$234K 0.05%
+1,210
305
$232K 0.05%
1,114
+2
306
$230K 0.05%
6,417
-1,270
307
$228K 0.05%
856
+5
308
$223K 0.05%
+2,412
309
$220K 0.05%
8,290
+565
310
$220K 0.05%
+1,678
311
$220K 0.05%
+880
312
$219K 0.05%
8,416
+574
313
$217K 0.05%
+5,517
314
$216K 0.05%
14,450
+3,725
315
$213K 0.04%
+699
316
$213K 0.04%
+1,227
317
$212K 0.04%
+2,930
318
$211K 0.04%
4,464
-597
319
$211K 0.04%
+2,783
320
$211K 0.04%
+1,017
321
$209K 0.04%
2,504
-243
322
$209K 0.04%
+1,207
323
$208K 0.04%
+11,088
324
$207K 0.04%
5,578
+6
325
$205K 0.04%
+307
11 12
13
14 15