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
$1.49B
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$15.5M
3 +$13.5M
4
NVDA icon
NVIDIA
NVDA
+$11.4M
5
AMZN icon
Amazon
AMZN
+$9.72M

Top Sells

1 +$977K
2 +$762K
3 +$709K
4
FMX icon
Fomento Económico Mexicano
FMX
+$689K
5
KO icon
Coca-Cola
KO
+$670K

Sector Composition

1 Technology 26.93%
2 Consumer Discretionary 8.56%
3 Financials 7.45%
4 Healthcare 6.29%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$331K 0.02%
+2,399
477
$331K 0.02%
83,950
+52,750
478
$330K 0.02%
+5,847
479
$328K 0.02%
+1,880
480
$328K 0.02%
+605
481
$327K 0.02%
2,000
482
$323K 0.02%
+1,838
483
$321K 0.02%
+1,160
484
$319K 0.02%
6,327
-492
485
$317K 0.02%
+1,225
486
$315K 0.02%
+981
487
$314K 0.02%
+6,000
488
$314K 0.02%
+1,017
489
$313K 0.02%
6,295
+1,030
490
$312K 0.02%
3,152
+98
491
$312K 0.02%
+3,135
492
$311K 0.02%
5,561
+1,116
493
$310K 0.02%
+5,155
494
$310K 0.02%
+15,625
495
$310K 0.02%
+6,239
496
$307K 0.02%
8,251
-275
497
$307K 0.02%
+1,281
498
$306K 0.02%
+1,508
499
$306K 0.02%
+2,721
500
$305K 0.02%
+33,450