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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
$281M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.89M
3
+$3.04M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M

Top Sells

1
+$412K
2
+$275K
3
+$176K
4
BAX icon
Baxter International
BAX
+$169K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$154K

Sector Composition

1 Healthcare 16.05%
2 Technology 5.85%
3 Consumer Discretionary 4.29%
4 Communication Services 1.47%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
133
752
$3K ﹤0.01%
100
753
$3K ﹤0.01%
50
754
$3K ﹤0.01%
80
755
$3K ﹤0.01%
92
756
$3K ﹤0.01%
82
757
$3K ﹤0.01%
111
758
$3K ﹤0.01%
80
759
$3K ﹤0.01%
4
760
$3K ﹤0.01%
172
761
$3K ﹤0.01%
18
762
$3K ﹤0.01%
123
763
$3K ﹤0.01%
48
764
$3K ﹤0.01%
60
765
$3K ﹤0.01%
34
766
$3K ﹤0.01%
13
767
$3K ﹤0.01%
51
768
$3K ﹤0.01%
300
769
$3K ﹤0.01%
22
770
$3K ﹤0.01%
149
771
$3K ﹤0.01%
8
772
$3K ﹤0.01%
41
773
$3K ﹤0.01%
115
+1
774
$3K ﹤0.01%
105
775
$3K ﹤0.01%
22
29 30
31
32 33