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
451
$9K 0.01%
135
452
$9K 0.01%
1,000
453
$9K 0.01%
1,500
454
$9K 0.01%
260
455
$9K 0.01%
162
456
$9K 0.01%
52
457
$9K 0.01%
43
458
$9K 0.01%
330
459
$9K 0.01%
41
-2
460
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97
-10
461
$8K ﹤0.01%
500
462
$8K ﹤0.01%
84
-11
463
$8K ﹤0.01%
37
464
$8K ﹤0.01%
70
465
$8K ﹤0.01%
100
466
$8K ﹤0.01%
174
+154
467
$8K ﹤0.01%
300
468
$8K ﹤0.01%
100
469
$8K ﹤0.01%
1,472
470
$8K ﹤0.01%
500
471
$8K ﹤0.01%
64
472
$8K ﹤0.01%
80
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$8K ﹤0.01%
100
474
$8K ﹤0.01%
57
+2
475
$8K ﹤0.01%
1,000
17 18
19
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