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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
$151M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.76M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Top Sells

1
+$363K
2
+$299K
3
+$208K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$194K
5
AMZN icon
Amazon
AMZN
+$186K

Sector Composition

1 Healthcare 21.58%
2 Consumer Discretionary 7.56%
3 Technology 5.43%
4 Communication Services 2.27%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K 0.01%
521
+200
452
$9K 0.01%
475
453
$9K 0.01%
330
454
$9K 0.01%
650
+150
455
$9K 0.01%
304
+1
456
$9K 0.01%
96
457
$9K 0.01%
50
458
$9K 0.01%
180
-13
459
$8K 0.01%
100
460
$8K 0.01%
2,400
461
$8K 0.01%
100
462
$8K 0.01%
232
463
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30
-3
464
$8K 0.01%
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465
$8K 0.01%
43
466
$8K 0.01%
425
467
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43
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468
$8K 0.01%
107
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469
$8K 0.01%
95
470
$8K 0.01%
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$8K 0.01%
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472
$8K 0.01%
135
473
$8K 0.01%
459
-7
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$7K ﹤0.01%
800
475
$7K ﹤0.01%
232
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19
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