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
$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
801
$1K ﹤0.01%
10
802
$1K ﹤0.01%
61
+17
803
$1K ﹤0.01%
18
804
$1K ﹤0.01%
16
805
$1K ﹤0.01%
163
-162
806
$1K ﹤0.01%
10
807
$1K ﹤0.01%
3
808
$1K ﹤0.01%
7
809
$1K ﹤0.01%
2
810
$1K ﹤0.01%
13
811
$1K ﹤0.01%
101
+18
812
$1K ﹤0.01%
159
813
$1K ﹤0.01%
25
814
$1K ﹤0.01%
29
815
$1K ﹤0.01%
7
816
$1K ﹤0.01%
11
+2
817
$1K ﹤0.01%
21
818
$1K ﹤0.01%
33
819
$1K ﹤0.01%
53
820
$1K ﹤0.01%
32
821
$1K ﹤0.01%
7
822
$1K ﹤0.01%
20
823
$1K ﹤0.01%
32
824
$1K ﹤0.01%
102
825
$1K ﹤0.01%
35