TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.74M
3
+$7.25M
4
EW icon
Edwards Lifesciences
EW
+$5.34M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.08%
2 Consumer Discretionary 4.86%
3 Technology 3.86%
4 Communication Services 2.56%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
+14
677
$1K ﹤0.01%
+41
678
$1K ﹤0.01%
+7
679
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680
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+23
681
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682
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+31
683
$1K ﹤0.01%
+24
684
$1K ﹤0.01%
+10
685
– –
0
686
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+54
687
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+15
688
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689
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690
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691
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692
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693
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694
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695
$1K ﹤0.01%
+300
696
$1K ﹤0.01%
+63
697
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+63
698
$1K ﹤0.01%
+28
699
$1K ﹤0.01%
+25
700
$1K ﹤0.01%
+3
26 27
28
29 30