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
$1.43B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$6.31M
3
+$2.14M
4
CRWV
CoreWeave Inc
CRWV
+$2.09M
5
COIN icon
Coinbase
COIN
+$1.92M

Top Sells

1
+$17.6M
2
+$17.2M
3
+$12.8M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$7.19M

Sector Composition

1 Technology 24.65%
2 Financials 7.24%
3 Consumer Discretionary 6.74%
4 Communication Services 4.88%
5 Healthcare 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$287K 0.02%
5,831
477
$287K 0.02%
144
478
$287K 0.02%
2,130
-676
479
$286K 0.02%
6,083
480
$284K 0.02%
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481
$283K 0.02%
1,142
-30
482
$282K 0.02%
3,108
-3,241
483
$281K 0.02%
5,458
484
$281K 0.02%
11,533
485
$280K 0.02%
+4,286
486
$279K 0.02%
13,162
-1,462
487
$278K 0.02%
6,228
488
$271K 0.02%
1,291
-325
489
$269K 0.02%
12,805
-712
490
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2,293
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491
$268K 0.02%
+21,090
492
$268K 0.02%
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495
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2,619
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496
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497
$261K 0.02%
2,430
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498
$259K 0.02%
1,870
499
$257K 0.02%
+1,318
500
$256K 0.02%
4,283
-68
18 19
20
21 22