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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
$112M
AUM Growth
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.72M
3
+$527K
4
ABT icon
Abbott
ABT
+$377K
5
AAPL icon
Apple
AAPL
+$316K

Top Sells

1
+$1.47M
2
+$1.05M
3
+$382K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$353K
5
CLRG
IndexIQ ETF Trust IQ U.S. Large Cap ETF
CLRG
+$345K

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
826
$1K ﹤0.01%
5
827
$1K ﹤0.01%
11
828
$1K ﹤0.01%
12
829
$1K ﹤0.01%
23
830
$1K ﹤0.01%
27
-11
831
$1K ﹤0.01%
6
832
$1K ﹤0.01%
7
833
$1K ﹤0.01%
7
834
$1K ﹤0.01%
36
835
$1K ﹤0.01%
16
836
$1K ﹤0.01%
100
837
– –
-551
838
– –
-3,085
839
– –
-100
840
– –
-13
841
– –
-34
842
– –
-100
843
– –
-210
844
– –
-375
845
– –
-3,000
846
– –
-34
847
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-50
848
– –
-22
849
– –
-47
850
– –
-1,807
31 32 33
34
35