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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
$487M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.26M
3
+$3.15M
4
IAU icon
iShares Gold Trust
IAU
+$3.13M
5
ABBV icon
AbbVie
ABBV
+$1.81M

Top Sells

1
+$651K
2
+$628K
3
+$579K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$519K
5
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$464K

Sector Composition

1 Healthcare 9.6%
2 Technology 6.75%
3 Consumer Discretionary 3.54%
4 Communication Services 1.31%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7K ﹤0.01%
1,500
527
$7K ﹤0.01%
34
528
$7K ﹤0.01%
45
529
$7K ﹤0.01%
235
530
$7K ﹤0.01%
200
531
$7K ﹤0.01%
71
532
$7K ﹤0.01%
400
533
$7K ﹤0.01%
100
534
$7K ﹤0.01%
300
535
$7K ﹤0.01%
129
-4,380
536
$7K ﹤0.01%
34
-37
537
$7K ﹤0.01%
61
538
$7K ﹤0.01%
70
539
$7K ﹤0.01%
155
540
$7K ﹤0.01%
113
541
$6K ﹤0.01%
100
542
$6K ﹤0.01%
73
543
$6K ﹤0.01%
250
544
$6K ﹤0.01%
200
545
$6K ﹤0.01%
839
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546
$6K ﹤0.01%
164
547
$6K ﹤0.01%
136
-4,862
548
$6K ﹤0.01%
169
+1
549
$6K ﹤0.01%
154
+1
550
$6K ﹤0.01%
44
20 21
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