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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
$487M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$3.26M
3
+$3.15M
4
IAU icon
iShares Gold Trust
IAU
+$3.13M
5
ABBV icon
AbbVie
ABBV
+$1.81M

Top Sells

1
+$651K
2
+$628K
3
+$579K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$519K
5
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$464K

Sector Composition

1 Healthcare 9.6%
2 Technology 6.75%
3 Consumer Discretionary 3.54%
4 Communication Services 1.31%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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777
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-1,000
778
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779
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780
$0 ﹤0.01%
5
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781
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782
$0 ﹤0.01%
30
783
$0 ﹤0.01%
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784
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785
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-500
786
$0 ﹤0.01%
+4
787
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-4
788
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-28
789
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-5,500
790
– –
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791
$0 ﹤0.01%
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792
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793
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-451
794
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-99
795
$0 ﹤0.01%
3
796
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797
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-1,124
798
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799
$0 ﹤0.01%
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800
$0 ﹤0.01%
1
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