TFGT
TS Financial Group (TSFG) Portfolio holdings
AUM
$553M
1-Year Return
16.09%
This Quarter Return
+8.26%
1 Year Return
+16.09%
3 Year Return
+61.44%
5 Year Return
+102.71%
10 Year Return
–
AUM
$135M
AUM Growth
+$4.42M
(+3.4%)
Cap. Flow
-$5.59M
Cap. Flow
% of AUM
-4.14%
Top 10 Holdings %
Top 10 Hldgs %
46.73%
Holding
857
New
19
Increased
138
Reduced
130
Closed
34
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.38M |
| 2 |
AbbVie
ABBV
|
+$773K |
| 3 |
Abbott
ABT
|
+$332K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$286K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$155K |
Top Sells
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% |
