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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
$268M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$278K
3
+$139K
4
ABBV icon
AbbVie
ABBV
+$137K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$132K

Top Sells

1
+$5.28M
2
+$3.47M
3
+$1.97M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.91M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.47M

Sector Composition

1 Healthcare 17.55%
2 Technology 6.55%
3 Consumer Discretionary 4.64%
4 Communication Services 1.48%
5 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
34
752
$3K ﹤0.01%
166
-307
753
$3K ﹤0.01%
300
754
$3K ﹤0.01%
149
755
$3K ﹤0.01%
160
756
$3K ﹤0.01%
162
+20
757
$3K ﹤0.01%
8
+2
758
$3K ﹤0.01%
41
759
$3K ﹤0.01%
81
+6
760
$3K ﹤0.01%
114
+1
761
$3K ﹤0.01%
105
762
$3K ﹤0.01%
22
763
$3K ﹤0.01%
10
-4
764
$3K ﹤0.01%
128
765
$3K ﹤0.01%
46
+7
766
$3K ﹤0.01%
16
767
$3K ﹤0.01%
50
768
$3K ﹤0.01%
61
769
$3K ﹤0.01%
100
-225
770
$3K ﹤0.01%
11
+5
771
$3K ﹤0.01%
162
+30
772
$3K ﹤0.01%
100
773
$3K ﹤0.01%
+36
774
$3K ﹤0.01%
50
775
$3K ﹤0.01%
79
29 30
31
32 33