TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $669M
1-Year Est. Return 19.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.63%
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
+$9.98M
2
+$7.46M
3
+$6.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5M
5
EW icon
Edwards Lifesciences
EW
+$4.78M

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%
+153
477
$5K ﹤0.01%
+113
478
$5K ﹤0.01%
+54
479
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+44
480
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+140
481
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+85
482
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+100
483
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+150
484
$5K ﹤0.01%
+133
485
$5K ﹤0.01%
+56
486
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+69
487
$5K ﹤0.01%
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488
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489
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490
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491
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492
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493
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494
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495
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+200
496
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497
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+25
498
$5K ﹤0.01%
+93
499
$5K ﹤0.01%
+37
500
$5K ﹤0.01%
+104
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