TFS

Thoroughbred Financial Services Portfolio holdings

AUM $1.69B
1-Year Est. Return 33.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$6.31M
3
+$2.14M
4
CRWV
CoreWeave Inc
CRWV
+$2.09M
5
COIN icon
Coinbase
COIN
+$1.92M

Top Sells

1
+$17.6M
2
+$17.2M
3
+$12.8M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
AMZN icon
Amazon
AMZN
+$7.19M

Sector Composition

1 Technology 24.65%
2 Financials 7.24%
3 Consumer Discretionary 6.74%
4 Communication Services 4.88%
5 Healthcare 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.9M 0.41%
54,726
-22,700
52
$5.75M 0.4%
15,024
-5,690
53
$5.59M 0.39%
39,046
-8,491
54
$5.48M 0.38%
76,879
+5,072
55
$5.34M 0.37%
182,707
+6,754
56
$5.31M 0.37%
29,220
-9,064
57
$5.21M 0.36%
51,747
-13,623
58
$4.96M 0.35%
30,399
+22,686
59
$4.7M 0.33%
28,319
-5,168
60
$4.7M 0.33%
131,978
-83,709
61
$4.68M 0.33%
9,971
-2,955
62
$4.64M 0.32%
10,522
-2,658
63
$4.5M 0.31%
121,874
+12,372
64
$4.46M 0.31%
16,357
-5,964
65
$4.43M 0.31%
39,377
+18,040
66
$4.35M 0.3%
177,171
-42,958
67
$4.21M 0.29%
17,781
-1,926
68
$4.17M 0.29%
6,743
-509
69
$4.08M 0.28%
32,978
+12,533
70
$4.07M 0.28%
43,371
-11,349
71
$4.03M 0.28%
40,928
-6,981
72
$3.95M 0.28%
10,182
-3,548
73
$3.9M 0.27%
27,470
+9,066
74
$3.87M 0.27%
50,036
-12,725
75
$3.79M 0.27%
24,788
-2,508
1 2
3
4 5