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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
$151M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.76M
3 +$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M

Top Sells

1 +$363K
2 +$299K
3 +$208K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$194K
5
AMZN icon
Amazon
AMZN
+$186K

Sector Composition

1 Healthcare 21.58%
2 Consumer Discretionary 7.56%
3 Technology 5.43%
4 Communication Services 2.27%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$1K ﹤0.01%
14
752
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3
753
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198
754
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17
755
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7
756
$1K ﹤0.01%
150
757
$1K ﹤0.01%
2
758
$1K ﹤0.01%
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759
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-2
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25
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763
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764
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51
765
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766
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6
767
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+3
768
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23
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20
771
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33
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27
773
$1K ﹤0.01%
21
774
$1K ﹤0.01%
133
775
$1K ﹤0.01%
54