TFGT

TS Financial Group (TSFG) Portfolio holdings

AUM $553M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$7.74M
3 +$7.25M
4
EW icon
Edwards Lifesciences
EW
+$5.34M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.08%
2 Consumer Discretionary 4.86%
3 Technology 3.86%
4 Communication Services 2.56%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$84K 0.07%
+1,512
152
$83K 0.07%
+1,603
153
$83K 0.07%
+521
154
$83K 0.07%
+799
155
$82K 0.07%
+3,644
156
$82K 0.07%
+3,000
157
$80K 0.07%
+665
158
$80K 0.07%
+1,496
159
$79K 0.07%
+550
160
$79K 0.07%
+505
161
$79K 0.07%
+2,000
162
$78K 0.07%
+1,500
163
$77K 0.07%
+1,318
164
$76K 0.06%
+1,600
165
$76K 0.06%
+778
166
$74K 0.06%
+639
167
$72K 0.06%
+712
168
$72K 0.06%
+3,588
169
$71K 0.06%
+287
170
$70K 0.06%
+1,758
171
$69K 0.06%
+1,753
172
$69K 0.06%
+1,882
173
$69K 0.06%
+530
174
$68K 0.06%
+2,755
175
$68K 0.06%
+719