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
$477M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.52M
3
+$1.51M
4
CAT icon
Caterpillar
CAT
+$1.5M
5
AAPL icon
Apple
AAPL
+$1.16M

Top Sells

1
+$9.48M
2
+$1.16M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$865K
5
MELI icon
Mercado Libre
MELI
+$829K

Sector Composition

1 Technology 24.99%
2 Healthcare 7.88%
3 Consumer Discretionary 7.87%
4 Financials 6.27%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.45%
47,897
+4,628
52
$2.13M 0.45%
13,749
-14
53
$2.12M 0.45%
41,594
+9,467
54
$2.09M 0.44%
12,419
+300
55
$2.08M 0.44%
27,289
+4,726
56
$2.06M 0.43%
49,180
+655
57
$2.06M 0.43%
36,108
58
$2.04M 0.43%
3,597
+1,213
59
$2.02M 0.42%
14,390
+1,339
60
$2.02M 0.42%
17,242
+2,870
61
$2.02M 0.42%
32,922
-102
62
$1.88M 0.39%
11,521
+1,930
63
$1.87M 0.39%
8,977
-9
64
$1.85M 0.39%
9,173
+224
65
$1.83M 0.38%
28,845
+457
66
$1.78M 0.37%
4,810
+173
67
$1.78M 0.37%
6,872
+1,006
68
$1.76M 0.37%
6,360
+271
69
$1.71M 0.36%
10,898
+798
70
$1.69M 0.35%
6,304
+635
71
$1.67M 0.35%
52,224
+1,550
72
$1.64M 0.34%
60,827
+414
73
$1.62M 0.34%
8,599
+606
74
$1.6M 0.33%
43,290
+3,630
75
$1.59M 0.33%
6,251
+1,096
1 2
3
4 5