TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $659M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
+$9.98M
2
+$7.46M
3
+$6.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5M
5
EW icon
Edwards Lifesciences
EW
+$4.78M

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
351
$13K 0.01%
+185
352
$13K 0.01%
+488
353
$13K 0.01%
+250
354
$13K 0.01%
+55
355
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+121
356
$13K 0.01%
+320
357
$13K 0.01%
+184
358
$13K 0.01%
+500
359
$13K 0.01%
+67
360
$13K 0.01%
+44
361
$13K 0.01%
+315
362
$13K 0.01%
+250
363
$12K 0.01%
+175
364
$12K 0.01%
+300
365
$12K 0.01%
+72
366
$12K 0.01%
+850
367
$12K 0.01%
+190
368
$12K 0.01%
+40
369
$12K 0.01%
+29
370
$12K 0.01%
+157
371
$12K 0.01%
+243
372
$12K 0.01%
+512
373
$12K 0.01%
+225
374
$11K 0.01%
+40
375
$11K 0.01%
+392
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