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
$168M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.18M
3
+$693K
4
TSLA icon
Tesla
TSLA
+$646K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$639K

Top Sells

1
+$391K
2
+$277K
3
+$210K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$192K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$169K

Sector Composition

1 Healthcare 21.52%
2 Consumer Discretionary 8.33%
3 Technology 5.96%
4 Communication Services 2.1%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71K 0.04%
1,330
+1,028
177
$70K 0.04%
1,113
-275
178
$70K 0.04%
1,300
179
$69K 0.04%
1,148
+3
180
$69K 0.04%
640
181
$69K 0.04%
365
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182
$69K 0.04%
1,100
183
$68K 0.04%
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184
$68K 0.04%
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185
$67K 0.04%
1,083
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186
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302
187
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119
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188
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948
189
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768
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190
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+1,528
191
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138
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192
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495
193
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194
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195
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196
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1,560
197
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863
198
$61K 0.04%
1,956
-2,725
199
$60K 0.04%
238
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200
$60K 0.04%
1,176
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