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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
$276M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$566K
3
+$467K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$439K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$421K

Top Sells

1
+$395K
2
+$310K
3
+$284K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$248K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Healthcare 19.66%
2 Consumer Discretionary 6.34%
3 Technology 5.58%
4 Communication Services 1.58%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
41
+28
702
$3K ﹤0.01%
82
703
$3K ﹤0.01%
+14
704
$3K ﹤0.01%
+70
705
$3K ﹤0.01%
112
706
$3K ﹤0.01%
128
707
$3K ﹤0.01%
39
708
$3K ﹤0.01%
+72
709
$3K ﹤0.01%
88
710
$3K ﹤0.01%
+107
711
$3K ﹤0.01%
102
712
$3K ﹤0.01%
29
713
$3K ﹤0.01%
100
714
$3K ﹤0.01%
+133
715
$3K ﹤0.01%
26
+18
716
$3K ﹤0.01%
+28
717
$3K ﹤0.01%
75
718
$3K ﹤0.01%
10
719
$3K ﹤0.01%
+29
720
$3K ﹤0.01%
16
721
$3K ﹤0.01%
+69
722
$3K ﹤0.01%
21
723
$3K ﹤0.01%
17
724
$3K ﹤0.01%
135
725
$3K ﹤0.01%
200
27 28
29
30 31