TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $553M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
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%
+6
727
$1K ﹤0.01%
+39
728
$1K ﹤0.01%
+33
729
$1K ﹤0.01%
+53
730
$1K ﹤0.01%
+32
731
$1K ﹤0.01%
+7
732
$1K ﹤0.01%
+20
733
$1K ﹤0.01%
+46
734
$1K ﹤0.01%
+32
735
$1K ﹤0.01%
+102
736
$1K ﹤0.01%
+35
737
$1K ﹤0.01%
+91
738
$1K ﹤0.01%
+20
739
$1K ﹤0.01%
+14
740
$1K ﹤0.01%
+25
741
$1K ﹤0.01%
+23
742
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743
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744
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+26
745
$1K ﹤0.01%
+16
746
0
747
$1K ﹤0.01%
+5
748
$1K ﹤0.01%
+6
749
$1K ﹤0.01%
+100
750
$1K ﹤0.01%
+23