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
$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
501
$4K ﹤0.01%
+115
502
$4K ﹤0.01%
+107
503
$4K ﹤0.01%
+10
504
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+75
505
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+248
506
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+17
507
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+24
508
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+75
509
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+40
510
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+200
511
$4K ﹤0.01%
+47
512
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+223
513
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514
$4K ﹤0.01%
+91
515
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+7
516
$4K ﹤0.01%
+72
517
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+33
518
$4K ﹤0.01%
+54
519
$4K ﹤0.01%
+36
520
$4K ﹤0.01%
+77
521
$4K ﹤0.01%
+100
522
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+66
523
$4K ﹤0.01%
+7
524
$4K ﹤0.01%
+300
525
$4K ﹤0.01%
+100
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