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
$411M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Sells

1 +$2.8M
2 +$1.86M
3 +$1.41M
4
BABA icon
Alibaba
BABA
+$1.32M
5
BDX icon
Becton Dickinson
BDX
+$1.01M

Sector Composition

1 Technology 23.68%
2 Consumer Discretionary 8.48%
3 Financials 7.28%
4 Healthcare 7.17%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-23,273
327
-9,725
328
-4,239
329
-3,138
330
-865
331
-24,066
332
-100,880