TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $553M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
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 Sells

1 +$190K
2 +$127K
3 +$94.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$84.5K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$77.3K

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
651
$2K ﹤0.01%
109
+2
652
$2K ﹤0.01%
11
-1
653
$2K ﹤0.01%
15
654
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656
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33
657
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66
+11
658
$2K ﹤0.01%
187
659
$2K ﹤0.01%
18
660
$2K ﹤0.01%
+18
661
$2K ﹤0.01%
350
662
$1K ﹤0.01%
15
663
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664
$1K ﹤0.01%
26
665
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23
+3
667
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668
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669
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18
+8
670
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8
671
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40
672
$1K ﹤0.01%
18
673
$1K ﹤0.01%
22
674
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4
675
$1K ﹤0.01%
10