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
351
$17K 0.01%
378
352
$17K 0.01%
140
353
$17K 0.01%
201
-8
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$17K 0.01%
269
355
$16K 0.01%
238
+200
356
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160
357
$16K 0.01%
1,087
358
$16K 0.01%
44
359
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420
360
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361
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560
362
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363
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122
364
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365
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366
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248
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$15K 0.01%
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368
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187
369
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370
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300
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112
374
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375
$15K 0.01%
248
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