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
$168M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.27M
3
+$678K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$621K
5
TSLA icon
Tesla
TSLA
+$533K

Top Sells

1
+$391K
2
+$274K
3
+$211K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$193K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$168K

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%
4
727
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10
728
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129
729
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14
730
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198
731
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+36
732
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150
733
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734
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26
735
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736
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14
737
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51
738
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739
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23
740
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31
741
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742
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743
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744
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745
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746
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747
$1K ﹤0.01%
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748
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54
749
$1K ﹤0.01%
44
750
$1K ﹤0.01%
7
-3
28 29
30
31 32