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
$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
576
$2K ﹤0.01%
+23
577
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+14
578
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+18
579
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+21
580
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+62
581
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582
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+67
583
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584
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585
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586
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+12
587
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589
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+21
591
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592
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593
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594
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595
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+50
596
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+25
597
$2K ﹤0.01%
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598
$2K ﹤0.01%
+5
599
$2K ﹤0.01%
+57
600
$2K ﹤0.01%
+30
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