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
626
$6K ﹤0.01%
138
627
$6K ﹤0.01%
106
628
$6K ﹤0.01%
25
629
$6K ﹤0.01%
41
630
$6K ﹤0.01%
224
631
$6K ﹤0.01%
+251
632
$5K ﹤0.01%
112
633
$5K ﹤0.01%
130
+50
634
$5K ﹤0.01%
+22
635
$5K ﹤0.01%
185
636
$5K ﹤0.01%
12
637
$5K ﹤0.01%
127
638
$5K ﹤0.01%
76
639
$5K ﹤0.01%
224
640
$5K ﹤0.01%
45
641
$5K ﹤0.01%
200
642
$5K ﹤0.01%
448
643
$5K ﹤0.01%
449
644
$5K ﹤0.01%
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$5K ﹤0.01%
71
646
$5K ﹤0.01%
700
647
$5K ﹤0.01%
550
648
$5K ﹤0.01%
23
-104
649
$5K ﹤0.01%
50
650
$5K ﹤0.01%
237