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
$612M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.61M
3
+$7.56M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.69M
5
TSM icon
TSMC
TSM
+$3.58M

Top Sells

1
+$1.03M
2
+$880K
3
+$828K
4
UBER icon
Uber
UBER
+$816K
5
RMD icon
ResMed
RMD
+$727K

Sector Composition

1 Technology 23.75%
2 Healthcare 9.11%
3 Consumer Discretionary 8.31%
4 Financials 7.8%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.44%
16,925
+5,404
52
$2.6M 0.42%
52,188
+581
53
$2.58M 0.42%
2,174
+1,308
54
$2.56M 0.42%
8,927
+2,567
55
$2.54M 0.42%
15,198
+8,677
56
$2.54M 0.41%
21,449
+7,059
57
$2.43M 0.4%
5,062
+1,635
58
$2.42M 0.4%
11,991
+5,119
59
$2.42M 0.4%
23,849
+15,868
60
$2.4M 0.39%
22,296
+2,297
61
$2.4M 0.39%
38,759
+14,427
62
$2.36M 0.39%
12,789
+9,415
63
$2.33M 0.38%
9,797
+3,546
64
$2.32M 0.38%
3,922
+160
65
$2.24M 0.37%
28,894
-859
66
$2.23M 0.36%
29,888
+2,599
67
$2.23M 0.36%
44,752
+21,270
68
$2.05M 0.33%
20,666
+10,763
69
$2.03M 0.33%
8,407
+4,857
70
$2.02M 0.33%
9,089
+7,970
71
$2M 0.33%
34,079
+1,157
72
$1.99M 0.32%
8,727
-21
73
$1.98M 0.32%
41,148
-446
74
$1.98M 0.32%
12,423
+4
75
$1.97M 0.32%
25,300
+10,806
1 2
3
4 5