StockDriftsStockDriftsTop 50 Tsfg, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | ISHARES U S | 7.28% | 825.0K | $48.0M | -0.08%(-639) | $52.82(+25.79%) | 2026-03-31 | |
| SPYV | STATE STREET | 6.69% | 780.0K | $44.1M | +16.74%(+111.83K) | $49.39(+21.84%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL | 5.37% | 83.0K | $35.4M | +4.82%(+3.81K) | $235.16(-47.14%) | 2026-03-31 | |
| IEMG | ISHARES CORE | 4.9% | 463.0K | $32.3M | +0.63%(+2.92K) | $59.73(+37.38%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.22% | 127.8K | $27.8M | +2.57%(+3.21K) | $108.58(+92.03%) | 2026-03-31 | |
| VOO | VANGUARD S&P | 3.63% | 40.1K | $23.9M | +1.75%(+690) | $492.06(+38.68%) | 2026-03-31 | |
| HDEF | XTRACKERS | 2.75% | 558.7K | $18.1M | +17.41%(+82.86K) | $28.25(+16.45%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL | 2.53% | 52.0K | $16.7M | -1.60%(-844) | $175.52(+107.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.21% | 57.3K | $14.5M | -1.78%(-1.04K) | $91.13(+227.95%) | 2026-03-31 | |
| BAI | ISHARES A I | 2.14% | 428.2K | $14.1M | +4.36%(+17.89K) | $30.50(+58.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.26% | +49.19% |
| Top 20 Holdings Unweighted | +14.70% | +50.88% |
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