TFGT
TS Financial Group (TSFG) Portfolio holdings
AUM
$553M
1-Year Return
16.09%
This Quarter Return
+13.99%
1 Year Return
+16.09%
3 Year Return
+61.44%
5 Year Return
+102.71%
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.87%
Holding
792
New
788
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10.4M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.74M |
| 3 |
Baxter International
BAX
|
$7.25M |
| 4 |
Edwards Lifesciences
EW
|
$5.34M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$5.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 20.08% |
| 2 | Consumer Discretionary | 4.86% |
| 3 | Technology | 3.86% |
| 4 | Communication Services | 2.56% |
| 5 | Consumer Staples | 2.4% |
