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
76
$3.75M 0.26%
112,179
+23,929
77
$3.72M 0.26%
6,852
-1,489
78
$3.71M 0.26%
27,636
-9,086
79
$3.7M 0.26%
24,229
-10,762
80
$3.7M 0.26%
53,315
-13,513
81
$3.68M 0.26%
26,999
+10,515
82
$3.67M 0.26%
74,817
+23,579
83
$3.64M 0.25%
24,958
-6,595
84
$3.63M 0.25%
5,129
-2,471
85
$3.6M 0.25%
11,454
-1,499
86
$3.51M 0.25%
92,368
+12,671
87
$3.48M 0.24%
82,963
-22,325
88
$3.48M 0.24%
18,737
-3,697
89
$3.44M 0.24%
57,366
+5,440
90
$3.42M 0.24%
4,336
-813
91
$3.36M 0.23%
579
-531
92
$3.34M 0.23%
58,534
+2,593
93
$3.33M 0.23%
78,201
+18,970
94
$3.29M 0.23%
7,507
+91
95
$3.25M 0.23%
20,421
-4,833
96
$3.21M 0.22%
90,911
+35,471
97
$3.18M 0.22%
10,897
-1,754
98
$3.18M 0.22%
4,224
-1,561
99
$3.18M 0.22%
36,793
-5,456
100
$3.09M 0.22%
22,267
+200
2 3
4
5 6