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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
$131M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$868K
3
+$827K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$791K
5
CLRG
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
+$552K

Top Sells

1
+$502K
2
+$391K
3
+$169K
4
EW icon
Edwards Lifesciences
EW
+$163K
5
VTV icon
Vanguard Value ETF
VTV
+$161K

Sector Composition

1 Healthcare 21.57%
2 Consumer Discretionary 4.61%
3 Technology 3.88%
4 Communication Services 2.46%
5 Consumer Staples 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
16
777
$1K ﹤0.01%
350
778
$1K ﹤0.01%
47
779
$1K ﹤0.01%
29
780
$1K ﹤0.01%
+150
781
$1K ﹤0.01%
11
-4
782
$1K ﹤0.01%
160
-43
783
$1K ﹤0.01%
4
-2
784
$1K ﹤0.01%
7
785
$1K ﹤0.01%
31
786
$1K ﹤0.01%
23
787
$1K ﹤0.01%
160
788
$0 ﹤0.01%
33
789
– –
-58
790
$0 ﹤0.01%
16
791
– –
-165
792
$0 ﹤0.01%
4
793
$0 ﹤0.01%
25
794
$0 ﹤0.01%
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795
$0 ﹤0.01%
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796
$0 ﹤0.01%
11
797
$0 ﹤0.01%
30
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$0 ﹤0.01%
3
799
$0 ﹤0.01%
17
800
$0 ﹤0.01%
55
30 31
32
33 34