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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
$281M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.89M
3
+$3.04M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M

Top Sells

1
+$412K
2
+$275K
3
+$176K
4
BAX icon
Baxter International
BAX
+$169K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$154K

Sector Composition

1 Healthcare 16.05%
2 Technology 5.85%
3 Consumer Discretionary 4.29%
4 Communication Services 1.47%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
+67
702
$4K ﹤0.01%
400
703
$4K ﹤0.01%
736
704
$4K ﹤0.01%
49
705
$4K ﹤0.01%
122
706
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14
707
$4K ﹤0.01%
10
708
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709
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342
710
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98
711
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46
712
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800
713
$4K ﹤0.01%
12
714
$4K ﹤0.01%
50
715
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528
716
$4K ﹤0.01%
118
+1
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$4K ﹤0.01%
115
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718
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719
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720
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721
$4K ﹤0.01%
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722
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72
723
$4K ﹤0.01%
41
+1
724
$4K ﹤0.01%
233
+4
725
$4K ﹤0.01%
383
+150
27 28
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