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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
$125M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$456K
3
+$429K
4
CLRG
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
+$311K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$293K

Top Sells

1
+$188K
2
+$127K
3
+$93.3K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$83.2K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.8K

Sector Composition

1 Healthcare 20.08%
2 Consumer Discretionary 4.89%
3 Technology 3.81%
4 Communication Services 2.59%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
200
627
$2K ﹤0.01%
100
628
$2K ﹤0.01%
76
629
$2K ﹤0.01%
83
630
$2K ﹤0.01%
159
631
$2K ﹤0.01%
10
632
$2K ﹤0.01%
25
633
$2K ﹤0.01%
29
634
$2K ﹤0.01%
13
635
$2K ﹤0.01%
34
636
$2K ﹤0.01%
16
-2
637
$2K ﹤0.01%
10
638
$2K ﹤0.01%
44
639
$2K ﹤0.01%
7
640
$2K ﹤0.01%
214
+200
641
$2K ﹤0.01%
6
642
$2K ﹤0.01%
36
+10
643
$2K ﹤0.01%
85
644
$2K ﹤0.01%
43
-6
645
$2K ﹤0.01%
18
646
$2K ﹤0.01%
37
647
$2K ﹤0.01%
10
648
$2K ﹤0.01%
109
+2
649
$2K ﹤0.01%
11
-1
650
$2K ﹤0.01%
16
24 25
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27 28