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TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $659M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$725K
3
+$320K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$274K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$149K

Top Sells

1
+$3.65M
2
+$3.49M
3
+$1.47M
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$202K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$125K

Sector Composition

1 Healthcare 22.97%
2 Consumer Discretionary 4.78%
3 Technology 4.51%
4 Communication Services 2.61%
5 Consumer Staples 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
200
677
$1K ﹤0.01%
2
-45
678
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+48
679
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45
680
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150
681
$1K ﹤0.01%
29
682
$1K ﹤0.01%
150
683
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200
684
$1K ﹤0.01%
4
685
$1K ﹤0.01%
1,000
686
$1K ﹤0.01%
12
687
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16
688
$1K ﹤0.01%
4
689
$1K ﹤0.01%
35
-790
690
$1K ﹤0.01%
19
+3
691
$1K ﹤0.01%
158
692
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+15
693
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694
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25
-50
695
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5
696
$1K ﹤0.01%
33
697
– –
0
698
$1K ﹤0.01%
75
699
$1K ﹤0.01%
160
700
$1K ﹤0.01%
33
26 27
28
29 30