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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
$276M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$566K
3
+$467K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$439K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$421K

Top Sells

1
+$395K
2
+$310K
3
+$284K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$248K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Healthcare 19.66%
2 Consumer Discretionary 6.34%
3 Technology 5.58%
4 Communication Services 1.58%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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46
452
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126
+2
453
$16K 0.01%
318
454
$16K 0.01%
100
455
$16K 0.01%
323
456
$16K 0.01%
436
457
$16K 0.01%
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458
$16K 0.01%
160
459
$16K 0.01%
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460
$16K 0.01%
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461
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122
462
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385
463
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464
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466
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201
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468
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139
470
$15K 0.01%
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474
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475
$15K 0.01%
196
+1
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