TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.18M
3
+$693K
4
TSLA icon
Tesla
TSLA
+$646K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$639K

Top Sells

1
+$391K
2
+$277K
3
+$210K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$192K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$169K

Sector Composition

1 Healthcare 21.52%
2 Consumer Discretionary 8.33%
3 Technology 5.96%
4 Communication Services 2.1%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
34
+8
702
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140
+15
703
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34
704
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16
705
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-4
706
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214
707
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5
-1
708
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709
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+125
710
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+107
711
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111
712
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713
$1K ﹤0.01%
300
714
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26
715
$1K ﹤0.01%
20
716
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9
-7
717
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17
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718
$1K ﹤0.01%
30
719
$1K ﹤0.01%
198
720
$1K ﹤0.01%
+36
721
$1K ﹤0.01%
150
722
$1K ﹤0.01%
13
723
$1K ﹤0.01%
26
724
$1K ﹤0.01%
25
725
$1K ﹤0.01%
14
27 28
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30 31