TFG
Tilson Financial Group Portfolio holdings
AUM
$265M
This Quarter Return
+4.96%
1 Year Return
+9.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+20%)
Cap. Flow
+$23.2M
Cap. Flow
% of AUM
12.47%
Top 10 Holdings %
Top 10 Hldgs %
54.21%
Holding
70
New
7
Increased
24
Reduced
26
Closed
1
Top Buys
| 1 |
Vanguard Core Bond ETF
VCRB
|
$8.73M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$8.32M |
| 3 |
Vanguard Growth ETF
VUG
|
$4.47M |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
$2.6M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$2.18M |
Top Sells
Sector Composition
| 1 | Energy | 2.06% |
| 2 | Industrials | 1.83% |
| 3 | Technology | 1.51% |
| 4 | Healthcare | 1.06% |
| 5 | Financials | 0.79% |
