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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
$281M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.89M
3
+$3.04M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M

Top Sells

1
+$412K
2
+$275K
3
+$176K
4
BAX icon
Baxter International
BAX
+$169K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$154K

Sector Composition

1 Healthcare 16.05%
2 Technology 5.85%
3 Consumer Discretionary 4.29%
4 Communication Services 1.47%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
46
802
$2K ﹤0.01%
100
803
$2K ﹤0.01%
44
804
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40
805
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9
806
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100
807
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126
808
$2K ﹤0.01%
40
809
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65
810
$2K ﹤0.01%
152
811
$2K ﹤0.01%
200
812
$2K ﹤0.01%
12
813
$2K ﹤0.01%
34
814
$2K ﹤0.01%
47
815
$2K ﹤0.01%
534
816
$2K ﹤0.01%
100
817
$2K ﹤0.01%
1,438
-203
818
$2K ﹤0.01%
75
819
$2K ﹤0.01%
35
820
$2K ﹤0.01%
22
821
$2K ﹤0.01%
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822
$2K ﹤0.01%
4
823
$2K ﹤0.01%
6
-7
824
$2K ﹤0.01%
25
825
$2K ﹤0.01%
204
31 32
33
34 35