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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
$487M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.26M
3
+$3.15M
4
IAU icon
iShares Gold Trust
IAU
+$3.13M
5
ABBV icon
AbbVie
ABBV
+$1.81M

Top Sells

1
+$651K
2
+$628K
3
+$579K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$519K
5
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$464K

Sector Composition

1 Healthcare 9.6%
2 Technology 6.75%
3 Consumer Discretionary 3.54%
4 Communication Services 1.31%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
100
677
$2K ﹤0.01%
46
678
$2K ﹤0.01%
49
679
$2K ﹤0.01%
44
680
$2K ﹤0.01%
708
681
$2K ﹤0.01%
27
682
$2K ﹤0.01%
88
683
$1K ﹤0.01%
+6
684
$1K ﹤0.01%
+7
685
$1K ﹤0.01%
40
686
$1K ﹤0.01%
12
687
$1K ﹤0.01%
31
688
$1K ﹤0.01%
21
689
$1K ﹤0.01%
+6
690
$1K ﹤0.01%
40
691
$1K ﹤0.01%
63
692
$1K ﹤0.01%
125
693
$1K ﹤0.01%
30
694
$1K ﹤0.01%
28
695
$1K ﹤0.01%
100
696
$1K ﹤0.01%
67
697
$1K ﹤0.01%
400
698
$1K ﹤0.01%
30
-42
699
$1K ﹤0.01%
550
700
$1K ﹤0.01%
67
26 27
28
29 30