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
501
$256K 0.02%
1,487
-4,146
502
$255K 0.02%
2,003
-111
503
$254K 0.02%
+22,250
504
$250K 0.02%
2,118
-4,013
505
$250K 0.02%
2,543
-4,118
506
$248K 0.02%
626
507
$247K 0.02%
5,721
-14,128
508
$246K 0.02%
11,222
-1,325
509
$244K 0.02%
712
-7,190
510
$244K 0.02%
5,744
511
$241K 0.02%
2,960
-276
512
$235K 0.02%
2,391
-465
513
$234K 0.02%
+12,857
514
$233K 0.02%
9,225
-2,945
515
$233K 0.02%
+9,804
516
$232K 0.02%
6,289
-3,959
517
$232K 0.02%
+3,963
518
$231K 0.02%
+4,266
519
$226K 0.02%
+4,428
520
$223K 0.02%
2,027
-9,788
521
$221K 0.02%
+1,856
522
$221K 0.02%
418
-864
523
$220K 0.02%
2,075
-849
524
$219K 0.02%
815
-1,244
525
$215K 0.02%
19,740
+790
19 20
21
22 23