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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
$125M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$456K
3
+$429K
4
CLRG
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
+$311K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$293K

Top Sells

1
+$188K
2
+$127K
3
+$93.3K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$83.2K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.8K

Sector Composition

1 Healthcare 20.08%
2 Consumer Discretionary 4.89%
3 Technology 3.81%
4 Communication Services 2.59%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
52
502
$5K ﹤0.01%
123
+32
503
$5K ﹤0.01%
+150
504
$5K ﹤0.01%
100
505
$5K ﹤0.01%
133
506
$5K ﹤0.01%
+300
507
$5K ﹤0.01%
56
508
$5K ﹤0.01%
165
509
$5K ﹤0.01%
36
510
$5K ﹤0.01%
69
511
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122
512
$5K ﹤0.01%
157
513
$5K ﹤0.01%
151
514
$5K ﹤0.01%
90
515
$5K ﹤0.01%
138
516
$5K ﹤0.01%
100
517
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30
518
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70
519
$5K ﹤0.01%
25
520
$5K ﹤0.01%
+700
521
$5K ﹤0.01%
37
522
$5K ﹤0.01%
104
523
$5K ﹤0.01%
+70
524
$5K ﹤0.01%
+100
525
$5K ﹤0.01%
25
-100
19 20
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