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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
$131M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$868K
3
+$827K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$791K
5
CLRG
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
+$552K

Top Sells

1
+$502K
2
+$391K
3
+$169K
4
EW icon
Edwards Lifesciences
EW
+$163K
5
VTV icon
Vanguard Value ETF
VTV
+$161K

Sector Composition

1 Healthcare 21.57%
2 Consumer Discretionary 4.61%
3 Technology 3.88%
4 Communication Services 2.46%
5 Consumer Staples 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6K ﹤0.01%
128
502
$6K ﹤0.01%
+139
503
$6K ﹤0.01%
45
504
$6K ﹤0.01%
85
505
$6K ﹤0.01%
100
506
$6K ﹤0.01%
800
507
$6K ﹤0.01%
79
508
$6K ﹤0.01%
93
509
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270
510
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+20
511
$5K ﹤0.01%
244
512
$5K ﹤0.01%
108
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100
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23
515
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122
516
$5K ﹤0.01%
+590
517
$5K ﹤0.01%
+152
518
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140
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115
520
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113
521
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500
522
$5K ﹤0.01%
+34
523
$5K ﹤0.01%
269
524
$5K ﹤0.01%
140
525
$5K ﹤0.01%
85
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