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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
976
$1K ﹤0.01%
+10
977
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2
978
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100
979
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15
980
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17
981
$1K ﹤0.01%
400
982
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12
983
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984
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985
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986
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1
987
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988
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30
989
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990
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100
991
$1K ﹤0.01%
662
992
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35
995
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996
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997
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1
-1,749
998
$1K ﹤0.01%
14
999
$1K ﹤0.01%
1
1000
$1K ﹤0.01%
5
38 39
40
41 42