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
$125M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Sells

1 +$190K
2 +$127K
3 +$94.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$84.5K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$77.3K

Sector Composition

1 Healthcare 20.08%
2 Consumer Discretionary 4.89%
3 Technology 3.81%
4 Communication Services 2.59%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$1K ﹤0.01%
+31
727
$1K ﹤0.01%
23
728
$1K ﹤0.01%
16
729
$1K ﹤0.01%
+33
730
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10
731
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62
+49
732
$1K ﹤0.01%
160
733
$1K ﹤0.01%
7
734
$1K ﹤0.01%
2
735
$1K ﹤0.01%
90
736
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75
-1
737
$1K ﹤0.01%
22
738
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33
739
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+27
740
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27
741
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25
-8
742
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743
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25
744
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4
745
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47
746
$1K ﹤0.01%
150
+100
747
$1K ﹤0.01%
29
748
$1K ﹤0.01%
8
749
$1K ﹤0.01%
6
750
$1K ﹤0.01%
497