TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $629M
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.34M
3
+$1.24M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.12M
5
ABT icon
Abbott
ABT
+$1.11M

Top Sells

1
+$1.12M
2
+$271K
3
+$246K
4
SHOP icon
Shopify
SHOP
+$179K
5
NET icon
Cloudflare
NET
+$169K

Sector Composition

1 Healthcare 19.45%
2 Consumer Discretionary 6.37%
3 Technology 5.8%
4 Communication Services 1.62%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
13
827
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15
828
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829
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44
830
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831
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832
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+41
833
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834
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835
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836
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837
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839
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841
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2
842
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843
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844
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5
845
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9
846
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+29
847
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+25
848
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13
849
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10
850
$1K ﹤0.01%
53
32 33
34
35 36