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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
$112M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.72M
3
+$527K
4
ABT icon
Abbott
ABT
+$377K
5
AAPL icon
Apple
AAPL
+$316K

Top Sells

1
+$1.47M
2
+$1.05M
3
+$382K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$353K
5
CLRG
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
+$345K

Sector Composition

1 Healthcare 24.62%
2 Consumer Discretionary 7.04%
3 Technology 5.17%
4 Communication Services 2.65%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
154
527
$4K ﹤0.01%
65
+43
528
$4K ﹤0.01%
104
529
$4K ﹤0.01%
100
530
$3K ﹤0.01%
34
+5
531
$3K ﹤0.01%
10
-2
532
$3K ﹤0.01%
27
533
$3K ﹤0.01%
111
534
$3K ﹤0.01%
+200
535
$3K ﹤0.01%
65
536
$3K ﹤0.01%
248
537
$3K ﹤0.01%
500
538
$3K ﹤0.01%
24
539
$3K ﹤0.01%
44
540
$3K ﹤0.01%
38
541
$3K ﹤0.01%
60
-54
542
$3K ﹤0.01%
12
543
$3K ﹤0.01%
214
544
$3K ﹤0.01%
42
+6
545
$3K ﹤0.01%
38
546
$3K ﹤0.01%
7
547
$3K ﹤0.01%
+100
548
$3K ﹤0.01%
27
-70
549
$3K ﹤0.01%
133
550
$3K ﹤0.01%
275
20 21
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