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
$612M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.61M
3
+$7.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.69M
5
TSM icon
TSMC
TSM
+$3.58M

Top Sells

1
+$1.03M
2
+$880K
3
+$828K
4
UBER icon
Uber
UBER
+$816K
5
RMD icon
ResMed
RMD
+$727K

Sector Composition

1 Technology 23.75%
2 Healthcare 9.11%
3 Consumer Discretionary 8.31%
4 Financials 7.8%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$270K 0.04%
+9,508
327
$270K 0.04%
+3,083
328
$266K 0.04%
3,843
+453
329
$263K 0.04%
3,409
+125
330
$262K 0.04%
14,860
-4,477
331
$262K 0.04%
11,879
-5,900
332
$258K 0.04%
580
333
$254K 0.04%
+2,280
334
$253K 0.04%
10,100
335
$250K 0.04%
3,517
336
$249K 0.04%
+6,587
337
$248K 0.04%
+5,285
338
$248K 0.04%
455
-215
339
$247K 0.04%
971
+115
340
$246K 0.04%
2,376
-36
341
$239K 0.04%
+1,151
342
$234K 0.04%
10,315
-15,725
343
$229K 0.04%
+4,374
344
$229K 0.04%
2,814
-297
345
$226K 0.04%
543
+1
346
$226K 0.04%
+1,226
347
$220K 0.04%
3,559
+23
348
$215K 0.04%
+725
349
$207K 0.03%
8,419
+3
350
$207K 0.03%
11,646
+558
12 13
14
15 16