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
276
$33K 0.02%
+2,800
277
$33K 0.02%
449
+416
278
$33K 0.02%
3,328
-348
279
$33K 0.02%
200
280
$33K 0.02%
648
281
$32K 0.02%
239
282
$32K 0.02%
890
283
$32K 0.02%
2,894
-750
284
$31K 0.02%
1,000
285
$31K 0.02%
189
286
$29K 0.02%
932
287
$29K 0.02%
198
288
$29K 0.02%
604
289
$28K 0.02%
475
290
$28K 0.02%
1,055
291
$28K 0.02%
1,500
292
$27K 0.02%
799
+485
293
$27K 0.02%
354
294
$27K 0.02%
1,450
295
$27K 0.02%
723
296
$26K 0.02%
219
297
$26K 0.02%
320
+2
298
$26K 0.02%
530
+220
299
$26K 0.02%
164
300
$26K 0.02%
165
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