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
$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%
+46
727
$1K ﹤0.01%
+32
728
$1K ﹤0.01%
+102
729
$1K ﹤0.01%
+35
730
$1K ﹤0.01%
+91
731
$1K ﹤0.01%
+20
732
$1K ﹤0.01%
+14
733
$1K ﹤0.01%
+25
734
$1K ﹤0.01%
+23
735
$1K ﹤0.01%
+6
736
$1K ﹤0.01%
+14
737
$1K ﹤0.01%
+26
738
$1K ﹤0.01%
+16
739
– –
0
740
$1K ﹤0.01%
+5
741
$1K ﹤0.01%
+6
742
$1K ﹤0.01%
+100
743
$1K ﹤0.01%
+23
744
$1K ﹤0.01%
+6
745
$1K ﹤0.01%
+10
746
$1K ﹤0.01%
+13
747
$1K ﹤0.01%
+22
748
$1K ﹤0.01%
+12
749
$1K ﹤0.01%
+6
750
$1K ﹤0.01%
+20
28 29
30
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