TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Sells

1 +$1.27M
2 +$384K
3 +$368K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$326K
5
ABBV icon
AbbVie
ABBV
+$322K

Sector Composition

1 Healthcare 10.4%
2 Technology 6.53%
3 Consumer Discretionary 3.01%
4 Financials 1.24%
5 Communication Services 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$10K ﹤0.01%
131
+1
502
$9K ﹤0.01%
51
503
$9K ﹤0.01%
+10
504
$9K ﹤0.01%
115
505
$9K ﹤0.01%
130
506
$9K ﹤0.01%
110
-110
507
$9K ﹤0.01%
164
508
$9K ﹤0.01%
150
509
$9K ﹤0.01%
25
510
$9K ﹤0.01%
200
511
$9K ﹤0.01%
117
512
$9K ﹤0.01%
78
513
$9K ﹤0.01%
500
514
$9K ﹤0.01%
383
-575
515
$9K ﹤0.01%
55
516
$9K ﹤0.01%
400
+300
517
$9K ﹤0.01%
80
518
$8K ﹤0.01%
28
519
$8K ﹤0.01%
300
520
$8K ﹤0.01%
73
521
$8K ﹤0.01%
200
+67
522
$8K ﹤0.01%
200
523
$8K ﹤0.01%
76
+1
524
$8K ﹤0.01%
177
525
$8K ﹤0.01%
+59