TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $669M
1-Year Est. Return 19.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.63%
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
+$1.88M
2
+$1.27M
3
+$678K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$621K
5
TSLA icon
Tesla
TSLA
+$533K

Top Sells

1
+$391K
2
+$274K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$193K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$168K

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
401
$12K 0.01%
290
402
$12K 0.01%
1,036
+21
403
$12K 0.01%
760
404
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405
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411
406
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60
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407
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408
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124
+1
409
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160
410
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411
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225
412
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55
413
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296
414
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415
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416
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417
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418
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414
419
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420
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423
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424
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425
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52
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