TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $669M
1-Year Est. Return 19.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.63%
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
+$1.88M
2
+$1.27M
3
+$678K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$621K
5
TSLA icon
Tesla
TSLA
+$533K

Top Sells

1
+$391K
2
+$274K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$193K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$168K

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%
71
627
$3K ﹤0.01%
700
628
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32
-5
629
$3K ﹤0.01%
+24
630
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100
631
$3K ﹤0.01%
42
632
$2K ﹤0.01%
6
-1
633
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83
+22
634
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177
635
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23
-6
636
$2K ﹤0.01%
82
637
$2K ﹤0.01%
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638
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39
639
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50
640
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28
+2
641
$2K ﹤0.01%
62
642
$2K ﹤0.01%
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643
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$2K ﹤0.01%
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645
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646
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647
$2K ﹤0.01%
40
648
$2K ﹤0.01%
+16
649
$2K ﹤0.01%
75
650
$2K ﹤0.01%
11
24 25
26
27 28