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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
$276M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$566K
3
+$467K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$439K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$421K

Top Sells

1
+$395K
2
+$310K
3
+$284K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$248K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Healthcare 19.66%
2 Consumer Discretionary 6.34%
3 Technology 5.58%
4 Communication Services 1.58%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
39
852
$1K ﹤0.01%
21
853
$1K ﹤0.01%
37
854
$1K ﹤0.01%
11
855
$1K ﹤0.01%
+59
856
$1K ﹤0.01%
16
857
$1K ﹤0.01%
9
858
$1K ﹤0.01%
29
859
$1K ﹤0.01%
35
+10
860
$1K ﹤0.01%
10
861
$1K ﹤0.01%
10
862
$1K ﹤0.01%
53
863
$1K ﹤0.01%
32
864
$1K ﹤0.01%
20
865
$1K ﹤0.01%
32
866
$1K ﹤0.01%
17
867
$1K ﹤0.01%
7
868
$1K ﹤0.01%
5
869
$1K ﹤0.01%
4
870
$1K ﹤0.01%
100
871
$1K ﹤0.01%
50
872
$1K ﹤0.01%
100
873
$1K ﹤0.01%
6
874
$1K ﹤0.01%
+20
875
$1K ﹤0.01%
15
33 34
35
36 37