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
551
$251K 0.02%
8,781
+1,458
552
$251K 0.02%
+1,467
553
$247K 0.02%
+3,342
554
$246K 0.02%
+4,099
555
$246K 0.02%
24,812
556
$245K 0.02%
+2,402
557
$244K 0.02%
+1,380
558
$242K 0.02%
+1,058
559
$241K 0.02%
4,384
+8
560
$240K 0.02%
+2,601
561
$238K 0.02%
+1,741
562
$237K 0.02%
2,420
+273
563
$236K 0.02%
+2,422
564
$236K 0.02%
4,007
+967
565
$236K 0.02%
3,219
+282
566
$234K 0.02%
+6,333
567
$233K 0.02%
+2,629
568
$233K 0.02%
+7,739
569
$230K 0.02%
+2,804
570
$230K 0.02%
+2,159
571
$230K 0.02%
1,261
-210
572
$228K 0.02%
+750
573
$228K 0.02%
+3,902
574
$227K 0.02%
+3,102
575
$227K 0.02%
12,595
+2,445
21 22
23
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