TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.18M
3
+$693K
4
TSLA icon
Tesla
TSLA
+$646K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$639K

Top Sells

1
+$391K
2
+$277K
3
+$210K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$192K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$169K

Sector Composition

1 Healthcare 21.52%
2 Consumer Discretionary 8.33%
3 Technology 5.96%
4 Communication Services 2.1%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
51
727
$1K ﹤0.01%
14
728
$1K ﹤0.01%
23
729
$1K ﹤0.01%
31
730
$1K ﹤0.01%
21
731
$1K ﹤0.01%
7
-3
732
$1K ﹤0.01%
18
733
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7
734
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-128
735
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4
736
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10
737
$1K ﹤0.01%
+458
738
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22
739
$1K ﹤0.01%
+15
740
$1K ﹤0.01%
163
741
$1K ﹤0.01%
10
742
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2
-1
743
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13
744
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44
+9
745
$1K ﹤0.01%
+85
746
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36
747
$1K ﹤0.01%
48
-11
748
$1K ﹤0.01%
28
749
$1K ﹤0.01%
21
750
$1K ﹤0.01%
41
28 29
30
31 32