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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
$487M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.26M
3
+$3.15M
4
IAU icon
iShares Gold Trust
IAU
+$3.13M
5
ABBV icon
AbbVie
ABBV
+$1.81M

Top Sells

1
+$651K
2
+$628K
3
+$579K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$519K
5
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$464K

Sector Composition

1 Healthcare 9.6%
2 Technology 6.75%
3 Consumer Discretionary 3.54%
4 Communication Services 1.31%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
40
727
$1K ﹤0.01%
487
+12
728
$1K ﹤0.01%
+50
729
$1K ﹤0.01%
3
730
$1K ﹤0.01%
300
731
$1K ﹤0.01%
50
732
$1K ﹤0.01%
31
733
$1K ﹤0.01%
26
734
$1K ﹤0.01%
+20
735
$1K ﹤0.01%
30
736
– –
-178
737
– –
-72
738
$0 ﹤0.01%
100
739
– –
-200
740
– –
-262
741
– –
-9
742
$0 ﹤0.01%
107
743
$0 ﹤0.01%
100
744
$0 ﹤0.01%
17
745
$0 ﹤0.01%
100
746
$0 ﹤0.01%
40
747
– –
-103
748
$0 ﹤0.01%
23
749
$0 ﹤0.01%
2
750
$0 ﹤0.01%
2
28 29
30
31 32