TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $553M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
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 +$10.4M
2 +$7.74M
3 +$7.25M
4
EW icon
Edwards Lifesciences
EW
+$5.34M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.27M

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
526
$4K ﹤0.01%
+77
527
$3K ﹤0.01%
+396
528
$3K ﹤0.01%
+108
529
$3K ﹤0.01%
+20
530
$3K ﹤0.01%
+34
531
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532
$3K ﹤0.01%
+27
533
$3K ﹤0.01%
+532
534
$3K ﹤0.01%
+124
535
$3K ﹤0.01%
+60
536
$3K ﹤0.01%
+111
537
$3K ﹤0.01%
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538
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539
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540
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+7
541
$3K ﹤0.01%
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542
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543
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544
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545
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+52
546
$3K ﹤0.01%
+90
547
$3K ﹤0.01%
+12
548
$3K ﹤0.01%
+53
549
$3K ﹤0.01%
+100
550
$3K ﹤0.01%
+30