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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$7.46M
3
+$6.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5M
5
EW icon
Edwards Lifesciences
EW
+$4.78M

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
626
$2K ﹤0.01%
+10
627
$2K ﹤0.01%
+44
628
$2K ﹤0.01%
+85
629
$2K ﹤0.01%
+49
630
$1K ﹤0.01%
+76
631
$1K ﹤0.01%
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632
$1K ﹤0.01%
+15
633
$1K ﹤0.01%
+33
634
$1K ﹤0.01%
+4
635
$1K ﹤0.01%
+26
636
$1K ﹤0.01%
+13
637
$1K ﹤0.01%
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638
$1K ﹤0.01%
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639
$1K ﹤0.01%
+48
640
$1K ﹤0.01%
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641
$1K ﹤0.01%
+10
642
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643
$1K ﹤0.01%
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644
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645
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+5
646
$1K ﹤0.01%
+40
647
$1K ﹤0.01%
+18
648
$1K ﹤0.01%
+22
649
$1K ﹤0.01%
+4
650
$1K ﹤0.01%
+10
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