TFGT
TS Financial Group (TSFG) Portfolio holdings
AUM
$553M
1-Year Return
16.09%
This Quarter Return
+22.04%
1 Year Return
+16.09%
3 Year Return
+61.44%
5 Year Return
+102.71%
10 Year Return
–
AUM
$151M
AUM Growth
+$39.4M
(+35%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
10.96%
Top 10 Holdings %
Top 10 Hldgs %
48.77%
Holding
892
New
56
Increased
190
Reduced
121
Closed
37
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$3.75M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$2.8M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.58M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.52M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.43M |
Top Sells
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% |
