TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.74M
3
+$446K
4
ABT icon
Abbott
ABT
+$357K
5
AAPL icon
Apple
AAPL
+$273K

Top Sells

1
+$1.23M
2
+$878K
3
+$309K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$293K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$280K

Sector Composition

1 Healthcare 24.62%
2 Consumer Discretionary 7.04%
3 Technology 5.17%
4 Communication Services 2.65%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
51
777
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7
778
$1K ﹤0.01%
104
+38
779
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31
780
$1K ﹤0.01%
20
781
$1K ﹤0.01%
+27
782
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21
783
– –
0
784
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133
785
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54
786
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15
787
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5
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10
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33
+7
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+4
797
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12
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798
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45
799
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28
800
$1K ﹤0.01%
25
30 31
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33 34