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
726
$1K ﹤0.01%
+33
727
$1K ﹤0.01%
+53
728
$1K ﹤0.01%
+32
729
$1K ﹤0.01%
+46
730
$1K ﹤0.01%
+32
731
$1K ﹤0.01%
+102
732
$1K ﹤0.01%
+35
733
$1K ﹤0.01%
+91
734
$1K ﹤0.01%
+20
735
$1K ﹤0.01%
+14
736
$1K ﹤0.01%
+25
737
$1K ﹤0.01%
+23
738
$1K ﹤0.01%
+6
739
$1K ﹤0.01%
+14
740
$1K ﹤0.01%
+26
741
$1K ﹤0.01%
+16
742
– –
0
743
$1K ﹤0.01%
+5
744
$1K ﹤0.01%
+6
745
$1K ﹤0.01%
+100
746
$1K ﹤0.01%
+23
747
$1K ﹤0.01%
+6
748
$1K ﹤0.01%
+10
749
$1K ﹤0.01%
+13
750
$1K ﹤0.01%
+22
28 29
30
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