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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
$151M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.76M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Top Sells

1
+$363K
2
+$299K
3
+$208K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$194K
5
AMZN icon
Amazon
AMZN
+$186K

Sector Composition

1 Healthcare 21.58%
2 Consumer Discretionary 7.56%
3 Technology 5.43%
4 Communication Services 2.27%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
+61
577
$3K ﹤0.01%
+38
578
$3K ﹤0.01%
248
579
$3K ﹤0.01%
24
580
$3K ﹤0.01%
219
581
$3K ﹤0.01%
56
+11
582
$3K ﹤0.01%
18
+2
583
$3K ﹤0.01%
48
584
$3K ﹤0.01%
214
585
$3K ﹤0.01%
+200
586
$3K ﹤0.01%
27
587
$3K ﹤0.01%
30
588
$3K ﹤0.01%
133
589
$3K ﹤0.01%
275
590
$3K ﹤0.01%
92
-104
591
$3K ﹤0.01%
3
592
$3K ﹤0.01%
90
593
$3K ﹤0.01%
44
+7
594
$3K ﹤0.01%
112
595
$3K ﹤0.01%
70
596
$3K ﹤0.01%
80
597
$3K ﹤0.01%
214
598
$3K ﹤0.01%
+25
599
$3K ﹤0.01%
105
+10
600
$3K ﹤0.01%
500
22 23
24
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