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
101
$1.49M 0.24%
+6,858
102
$1.48M 0.24%
17,987
+9,251
103
$1.46M 0.24%
9,811
+2,235
104
$1.46M 0.24%
5,331
+2,321
105
$1.45M 0.24%
18,957
+2,268
106
$1.44M 0.24%
42,610
+10,715
107
$1.39M 0.23%
37,065
+1,317
108
$1.39M 0.23%
10,156
-90
109
$1.38M 0.23%
14,237
+4,808
110
$1.35M 0.22%
35,913
+20,541
111
$1.34M 0.22%
3,041
+1,168
112
$1.32M 0.22%
21,103
+9,206
113
$1.32M 0.22%
7,983
-444
114
$1.32M 0.22%
35,670
+1,261
115
$1.3M 0.21%
3,563
-73
116
$1.29M 0.21%
15,246
+8,638
117
$1.29M 0.21%
51,078
+17,472
118
$1.28M 0.21%
5,767
-4,607
119
$1.28M 0.21%
3,294
+40
120
$1.28M 0.21%
52,647
-8,180
121
$1.28M 0.21%
25,125
+11,539
122
$1.25M 0.21%
11,310
+6,090
123
$1.25M 0.2%
16,395
+5,197
124
$1.23M 0.2%
7,315
-354
125
$1.23M 0.2%
22,880
+5
3 4
5
6 7