TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $669M
1-Year Est. Return 19.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.63%
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
+$9.98M
2
+$7.46M
3
+$6.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5M
5
EW icon
Edwards Lifesciences
EW
+$4.78M

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%
+10
727
$1K ﹤0.01%
+71
728
$1K ﹤0.01%
+35
729
$1K ﹤0.01%
+32
730
$1K ﹤0.01%
+9
731
$1K ﹤0.01%
+8
732
$1K ﹤0.01%
+8
733
$1K ﹤0.01%
+1
734
– –
0
735
$1K ﹤0.01%
+16
736
$1K ﹤0.01%
+17
737
$1K ﹤0.01%
+62
738
$1K ﹤0.01%
+4
739
$1K ﹤0.01%
+1
740
$1K ﹤0.01%
+51
741
$1K ﹤0.01%
+9
742
$1K ﹤0.01%
+16
743
$1K ﹤0.01%
+39
744
$1K ﹤0.01%
+15
745
$1K ﹤0.01%
+16
746
$1K ﹤0.01%
+23
747
$1K ﹤0.01%
+10
748
$1K ﹤0.01%
+7
749
$1K ﹤0.01%
+2
750
$1K ﹤0.01%
+8
28 29
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