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
526
$271K 0.02%
4,226
527
$270K 0.02%
+908
528
$268K 0.02%
+1,385
529
$267K 0.02%
+4,242
530
$267K 0.02%
+7,370
531
$266K 0.02%
3,696
+744
532
$266K 0.02%
+2,037
533
$265K 0.02%
6,908
+428
534
$265K 0.02%
3,527
-335
535
$263K 0.02%
+2,046
536
$260K 0.02%
5,831
537
$259K 0.02%
2,500
+114
538
$259K 0.02%
2,309
-214
539
$258K 0.02%
+3,659
540
$258K 0.02%
6,228
541
$258K 0.02%
+1,411
542
$257K 0.02%
+7,302
543
$257K 0.02%
+5,310
544
$257K 0.02%
+3,604
545
$255K 0.02%
+9,889
546
$254K 0.02%
+2,717
547
$253K 0.02%
+6,892
548
$253K 0.02%
+5,884
549
$252K 0.02%
+5,326
550
$252K 0.02%
+489