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
$168M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.18M
3
+$693K
4
TSLA icon
Tesla
TSLA
+$646K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$639K

Top Sells

1
+$391K
2
+$277K
3
+$210K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$192K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$169K

Sector Composition

1 Healthcare 21.52%
2 Consumer Discretionary 8.33%
3 Technology 5.96%
4 Communication Services 2.1%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
53
627
$3K ﹤0.01%
54
628
$3K ﹤0.01%
49
629
$3K ﹤0.01%
10
630
$3K ﹤0.01%
200
631
$3K ﹤0.01%
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632
$2K ﹤0.01%
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633
$2K ﹤0.01%
133
634
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39
635
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50
636
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25
637
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122
+60
638
$2K ﹤0.01%
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$2K ﹤0.01%
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641
$2K ﹤0.01%
83
642
$2K ﹤0.01%
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644
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645
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228
+23
646
$2K ﹤0.01%
18
647
$2K ﹤0.01%
24
-6
648
$2K ﹤0.01%
62
649
$2K ﹤0.01%
20
+2
650
$2K ﹤0.01%
350
24 25
26
27 28