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
701
$1K ﹤0.01%
+22
702
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+40
703
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+10
704
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+71
705
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+35
706
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+32
707
$1K ﹤0.01%
+9
708
$1K ﹤0.01%
+8
709
$1K ﹤0.01%
+8
710
$1K ﹤0.01%
+1
711
– –
0
712
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+16
713
$1K ﹤0.01%
+39
714
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+15
715
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+16
716
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+23
717
$1K ﹤0.01%
+10
718
$1K ﹤0.01%
+7
719
$1K ﹤0.01%
+2
720
$1K ﹤0.01%
+8
721
$1K ﹤0.01%
+10
722
$1K ﹤0.01%
+25
723
$1K ﹤0.01%
+7
724
$1K ﹤0.01%
+6
725
$1K ﹤0.01%
+39
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