TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.34M
3
+$1.24M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.12M
5
ABT icon
Abbott
ABT
+$1.11M

Top Sells

1
+$1.12M
2
+$271K
3
+$246K
4
SHOP icon
Shopify
SHOP
+$179K
5
NET icon
Cloudflare
NET
+$169K

Sector Composition

1 Healthcare 19.45%
2 Consumer Discretionary 6.37%
3 Technology 5.77%
4 Communication Services 1.62%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
449
+11
552
$11K ﹤0.01%
1,000
553
$11K ﹤0.01%
232
554
$11K ﹤0.01%
100
555
$11K ﹤0.01%
+408
556
$11K ﹤0.01%
347
557
$10K ﹤0.01%
500
558
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+126
559
$10K ﹤0.01%
250
560
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68
-301
561
$10K ﹤0.01%
180
562
$10K ﹤0.01%
100
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563
$10K ﹤0.01%
467
564
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73
-2
565
$10K ﹤0.01%
410
+50
566
$10K ﹤0.01%
60
567
$10K ﹤0.01%
51
568
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800
569
$10K ﹤0.01%
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570
$10K ﹤0.01%
30
571
$10K ﹤0.01%
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572
$9K ﹤0.01%
+84
573
$9K ﹤0.01%
7
574
$9K ﹤0.01%
200
575
$9K ﹤0.01%
248
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