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
$1.24B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$7.27M
3 +$6.59M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$4.08M
5
AAPL icon
Apple
AAPL
+$3.46M

Top Sells

1 +$2.81M
2 +$1.78M
3 +$1.19M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.13M
5
PFE icon
Pfizer
PFE
+$977K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 9.69%
3 Financials 7.74%
4 Healthcare 6.82%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-1,641
627
-8,444
628
-5,435
629
-1,619
630
-23,590
631
-10,704
632
-7,644