TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Sells

1 +$1.29M
2 +$248K
3 +$239K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$146K
5
VB icon
Vanguard Small-Cap ETF
VB
+$132K

Sector Composition

1 Healthcare 19.72%
2 Technology 4.74%
3 Consumer Discretionary 3.29%
4 Financials 1.54%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$6K ﹤0.01%
+63
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-99
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611
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1,000
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40
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617
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2,341
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133
621
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61
622
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95
623
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85
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$6K ﹤0.01%
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625
$6K ﹤0.01%
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