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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
$276M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$566K
3
+$467K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$439K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$421K

Top Sells

1
+$395K
2
+$310K
3
+$284K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$248K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Healthcare 19.66%
2 Consumer Discretionary 6.34%
3 Technology 5.58%
4 Communication Services 1.58%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
50
727
$3K ﹤0.01%
+108
728
$3K ﹤0.01%
+96
729
$3K ﹤0.01%
+66
730
$3K ﹤0.01%
+45
731
$3K ﹤0.01%
+50
732
$3K ﹤0.01%
100
733
$3K ﹤0.01%
27
734
$3K ﹤0.01%
200
735
$3K ﹤0.01%
166
736
$3K ﹤0.01%
+22
737
$3K ﹤0.01%
+62
738
$3K ﹤0.01%
+97
739
$3K ﹤0.01%
+98
740
$3K ﹤0.01%
+78
741
$3K ﹤0.01%
+113
742
$3K ﹤0.01%
55
+1
743
$3K ﹤0.01%
46
744
$3K ﹤0.01%
53
745
$3K ﹤0.01%
54
746
$3K ﹤0.01%
10
747
$3K ﹤0.01%
27
748
$3K ﹤0.01%
+64
749
$3K ﹤0.01%
+311
750
$3K ﹤0.01%
+79
28 29
30
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