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
426
$11K 0.01%
52
427
$11K 0.01%
+200
428
$11K 0.01%
512
429
$10K 0.01%
300
430
$10K 0.01%
2,003
431
$10K 0.01%
130
432
$10K 0.01%
244
-32
433
$10K 0.01%
400
434
$10K 0.01%
736
435
$10K 0.01%
+1,000
436
$10K 0.01%
96
437
$10K 0.01%
225
438
$10K 0.01%
121
439
$10K 0.01%
123
440
$10K 0.01%
107
441
$10K 0.01%
149
442
$10K 0.01%
291
-130
443
$10K 0.01%
+232
444
$10K 0.01%
+50
445
$10K 0.01%
+2
446
$10K 0.01%
180
447
$10K 0.01%
50
-50
448
$10K 0.01%
1,068
449
$9K 0.01%
14
-31
450
$9K 0.01%
110
-115
16 17
18
19 20