TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.18M
3
+$693K
4
TSLA icon
Tesla
TSLA
+$646K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$639K

Top Sells

1
+$391K
2
+$277K
3
+$210K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$192K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$169K

Sector Composition

1 Healthcare 21.52%
2 Consumer Discretionary 8.33%
3 Technology 5.96%
4 Communication Services 2.1%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39K 0.02%
2,488
252
$39K 0.02%
279
+13
253
$39K 0.02%
1,964
-29
254
$39K 0.02%
3,850
+70
255
$39K 0.02%
500
256
$38K 0.02%
1,715
-811
257
$38K 0.02%
2,000
258
$38K 0.02%
100
-2
259
$38K 0.02%
918
260
$38K 0.02%
+225
261
$37K 0.02%
987
+125
262
$37K 0.02%
1,162
263
$37K 0.02%
736
+236
264
$36K 0.02%
400
265
$36K 0.02%
717
266
$35K 0.02%
936
+409
267
$35K 0.02%
1,600
268
$35K 0.02%
1,324
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269
$34K 0.02%
624
-95
270
$34K 0.02%
1,084
-598
271
$34K 0.02%
668
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272
$34K 0.02%
498
273
$34K 0.02%
627
274
$34K 0.02%
440
+2
275
$34K 0.02%
904
-112
9 10
11
12 13