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
326
$21K 0.01%
969
+892
327
$21K 0.01%
420
328
$21K 0.01%
449
329
$21K 0.01%
236
330
$21K 0.01%
300
331
$19K 0.01%
216
-7
332
$19K 0.01%
1,025
333
$19K 0.01%
85
334
$19K 0.01%
4,300
-500
335
$18K 0.01%
1,070
+611
336
$18K 0.01%
216
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337
$18K 0.01%
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338
$18K 0.01%
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339
$18K 0.01%
321
340
$18K 0.01%
289
341
$18K 0.01%
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342
$18K 0.01%
820
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343
$18K 0.01%
300
344
$18K 0.01%
85
345
$17K 0.01%
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346
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100
347
$17K 0.01%
1,101
348
$17K 0.01%
60
349
$17K 0.01%
592
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350
$17K 0.01%
204
+2
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14
15 16