TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $553M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
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 +$10.4M
2 +$7.74M
3 +$7.25M
4
EW icon
Edwards Lifesciences
EW
+$5.34M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.27M

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
776
$1K ﹤0.01%
+47
777
$1K ﹤0.01%
+45
778
$1K ﹤0.01%
+25
779
$1K ﹤0.01%
+50
780
$1K ﹤0.01%
+29
781
$1K ﹤0.01%
+8
782
$1K ﹤0.01%
+6
783
$1K ﹤0.01%
+497
784
$1K ﹤0.01%
+15
785
$1K ﹤0.01%
+26
786
$1K ﹤0.01%
+24
787
$1K ﹤0.01%
+333
788
$1K ﹤0.01%
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789
$1K ﹤0.01%
+203
790
$1K ﹤0.01%
+16
791
$1K ﹤0.01%
+20
792
$1K ﹤0.01%
+6