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
601
$2K ﹤0.01%
+159
602
$2K ﹤0.01%
+29
603
$2K ﹤0.01%
+13
604
$2K ﹤0.01%
+1,000
605
$2K ﹤0.01%
+34
606
$2K ﹤0.01%
+100
607
$2K ﹤0.01%
+18
608
$2K ﹤0.01%
+10
609
$2K ﹤0.01%
+44
610
$2K ﹤0.01%
+7
611
$2K ﹤0.01%
+6
612
$2K ﹤0.01%
+85
613
$2K ﹤0.01%
+49
614
$2K ﹤0.01%
+100
615
$2K ﹤0.01%
+18
616
$2K ﹤0.01%
+37
617
$2K ﹤0.01%
+29
618
$2K ﹤0.01%
+10
619
$2K ﹤0.01%
+12
620
$2K ﹤0.01%
+23
621
$2K ﹤0.01%
+15
622
$2K ﹤0.01%
+16
623
$2K ﹤0.01%
+55
624
$2K ﹤0.01%
+187
625
$2K ﹤0.01%
+18
23 24
25
26 27