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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
851
$2K ﹤0.01%
100
852
$2K ﹤0.01%
31
853
$2K ﹤0.01%
174
854
$2K ﹤0.01%
12
855
$2K ﹤0.01%
160
856
$2K ﹤0.01%
142
-20
857
$2K ﹤0.01%
13
858
$2K ﹤0.01%
210
859
$2K ﹤0.01%
+66
860
$2K ﹤0.01%
+39
861
$2K ﹤0.01%
75
-6
862
$2K ﹤0.01%
99
863
$2K ﹤0.01%
16
864
$2K ﹤0.01%
173
865
$2K ﹤0.01%
65
+1
866
$2K ﹤0.01%
125
867
$2K ﹤0.01%
200
868
$2K ﹤0.01%
21
869
$2K ﹤0.01%
82
+1
870
$2K ﹤0.01%
141
871
$2K ﹤0.01%
+28
872
$2K ﹤0.01%
53
873
$2K ﹤0.01%
103
874
$2K ﹤0.01%
100
875
$1K ﹤0.01%
28
33 34
35
36 37