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
551
$3K ﹤0.01%
+500
552
$3K ﹤0.01%
+12
553
$3K ﹤0.01%
+325
554
$3K ﹤0.01%
+123
555
$3K ﹤0.01%
+66
556
$3K ﹤0.01%
+112
557
$3K ﹤0.01%
+128
558
$3K ﹤0.01%
+53
559
$3K ﹤0.01%
+49
560
$3K ﹤0.01%
+107
561
$3K ﹤0.01%
+44
562
$3K ﹤0.01%
+40
563
$3K ﹤0.01%
+18
564
$3K ﹤0.01%
+100
565
$3K ﹤0.01%
+47
566
$3K ﹤0.01%
+88
567
$3K ﹤0.01%
+150
568
$2K ﹤0.01%
+62
569
$2K ﹤0.01%
+30
570
$2K ﹤0.01%
+67
571
$2K ﹤0.01%
+18
572
$2K ﹤0.01%
+28
573
$2K ﹤0.01%
+25
574
$2K ﹤0.01%
+12
575
$2K ﹤0.01%
+10
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