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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
751
$3K ﹤0.01%
+68
752
$3K ﹤0.01%
+104
753
$3K ﹤0.01%
+21
754
$3K ﹤0.01%
100
755
$3K ﹤0.01%
200
756
$3K ﹤0.01%
100
757
$3K ﹤0.01%
67
758
$3K ﹤0.01%
+68
759
$3K ﹤0.01%
+72
760
$2K ﹤0.01%
3
761
$2K ﹤0.01%
15
762
$2K ﹤0.01%
+13
763
$2K ﹤0.01%
26
764
$2K ﹤0.01%
20
765
$2K ﹤0.01%
7
766
$2K ﹤0.01%
+28
767
$2K ﹤0.01%
+21
768
$2K ﹤0.01%
41
769
$2K ﹤0.01%
+3
770
$2K ﹤0.01%
125
771
$2K ﹤0.01%
+22
772
$2K ﹤0.01%
42
-83
773
$2K ﹤0.01%
+103
774
$2K ﹤0.01%
+42
775
$2K ﹤0.01%
+27
29 30
31
32 33