TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $553M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$7.74M
3 +$7.25M
4
EW icon
Edwards Lifesciences
EW
+$5.34M
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$5K ﹤0.01%
+104
477
$5K ﹤0.01%
+100
478
$5K ﹤0.01%
+23
479
$5K ﹤0.01%
+140
480
$5K ﹤0.01%
+115
481
$5K ﹤0.01%
+153
482
$5K ﹤0.01%
+113
483
$5K ﹤0.01%
+54
484
$5K ﹤0.01%
+44
485
$5K ﹤0.01%
+140
486
$5K ﹤0.01%
+85
487
$5K ﹤0.01%
+100
488
$5K ﹤0.01%
+150
489
$5K ﹤0.01%
+133
490
$5K ﹤0.01%
+56
491
$5K ﹤0.01%
+69
492
$5K ﹤0.01%
+122
493
$5K ﹤0.01%
+75
494
$5K ﹤0.01%
+157
495
$5K ﹤0.01%
+90
496
$5K ﹤0.01%
+138
497
$5K ﹤0.01%
+100
498
$5K ﹤0.01%
+30
499
$5K ﹤0.01%
+89
500
$5K ﹤0.01%
+200