TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $553M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$7.74M
3 +$7.25M
4
EW icon
Edwards Lifesciences
EW
+$5.34M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.08%
2 Consumer Discretionary 4.86%
3 Technology 3.86%
4 Communication Services 2.56%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$21K 0.02%
+444
302
$21K 0.02%
+250
303
$21K 0.02%
+376
304
$20K 0.02%
+378
305
$20K 0.02%
+489
306
$20K 0.02%
+420
307
$20K 0.02%
+157
308
$20K 0.02%
+1,391
309
$20K 0.02%
+300
310
$19K 0.02%
+954
311
$19K 0.02%
+239
312
$18K 0.02%
+551
313
$18K 0.02%
+420
314
$18K 0.02%
+630
315
$18K 0.02%
+260
316
$18K 0.02%
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317
$18K 0.02%
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318
$18K 0.02%
+1,000
319
$17K 0.01%
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320
$17K 0.01%
+507
321
$17K 0.01%
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322
$17K 0.01%
+300
323
$17K 0.01%
+168
324
$16K 0.01%
+300
325
$16K 0.01%
+1,087