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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$7.46M
3
+$6.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5M
5
EW icon
Edwards Lifesciences
EW
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.08%
2 Consumer Discretionary 4.86%
3 Technology 3.86%
4 Communication Services 2.56%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
+160
752
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+7
753
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+2
754
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+2
755
$1K ﹤0.01%
+33
756
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+90
757
$1K ﹤0.01%
+33
758
– –
0
759
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+22
760
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+33
761
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+1
762
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+27
763
$1K ﹤0.01%
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764
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765
$1K ﹤0.01%
+25
766
$1K ﹤0.01%
+22
767
$1K ﹤0.01%
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768
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769
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+2
770
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+200
771
$1K ﹤0.01%
+47
772
$1K ﹤0.01%
+45
773
$1K ﹤0.01%
+25
774
$1K ﹤0.01%
+50
775
$1K ﹤0.01%
+29
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