TF

Taylor Frigon Core Growth Fund | TFCGX

Mutual Fund
PFS FUNDS
Last update 2024-07-05 45 Stocks (1 new)
Value $30.00 Mil Turnover 6 %
Countries:
Top Holdings: MPWR(4.91%)WIX(4.19%)PRCT(4.18%)PSTG(3.83%)BROS(3.50%)
Portfolio Report
Summary Stock Picks Current Portfolio
Taylor Frigon Core Growth Fund... Top Holdings of 2024-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MPWR 		Monolithic Power Systems Inc
1,989
1463.170
0%
4.910
0%
0.000
+8.29%
+42.10%
43549.674
Semiconductors
WIX 		Wix.com Ltd
7,749
1248.360
0%
4.190
0%
0.010
+3.51%
+33.21%
8983.646
Software
PRCT 		PROCEPT BioRobotics Corp
18,736
1244.070
0%
4.180
0%
0.040
+33.90%
+91.43%
4166.525
Medical Devices & Instruments
PSTG 		Pure Storage Inc
18,919
1140.630
0%
3.830
0%
0.010
-22.16%
+40.75%
16446.856
Hardware
BROS 		Dutch Bros Inc
29,444
1042.020
0%
3.500
0%
0.030
-11.37%
+9.31%
3940.427
Restaurants
CYBR 		CyberArk Software Ltd
4,247
973.620
0%
3.270
0%
0.010
+10.15%
+29.74%
12261.856
Software
AUDC 		AudioCodes Ltd
94,806
947.110
+106.52%
3.180
+1.64%
0.310
-10.98%
-25.25%
245.312
Hardware
CVNA 		Carvana Co
9,462
946.010
-21.80%
3.180
-0.65%
0.010
+55.01%
+230.85%
21687.789
Vehicles & Parts
GKOS 		Glaukos Corp
8,311
936.820
-19.44%
3.140
-0.58%
0.020
+13.24%
+61.00%
7032.560
Medical Devices & Instruments
NSSC 		NAPCO Security Technologies Inc
17,786
883.070
-29.74%
2.960
-1.10%
0.050
-18.07%
+21.19%
1518.859
Business Services

Taylor Frigon Core Growth Fund's Historical Top Holdings Breakdowns

Taylor Frigon Core Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DXCM 		DexCom Inc2024-05-31New Buy
+1.98%
●
118.4 ($131.87) 140.45
$69.70
-47.14%
New holding
4,973
4,973
AUDC 		AudioCodes Ltd2024-05-31Add
+1.64%
●
9.88 ($11.55) 13.83
$8.75
-24.24%
Add 106.52%
94,806
48,899
NSSC 		NAPCO Security Technologies Inc2024-05-31Reduce
-1.10%
●
38.39 ($42.51) 51.81
$41.19
-3.11%
Reduce -29.74%
17,786
-7,529
CGEN 		Compugen Ltd2024-05-31Reduce
-1.07%
●
1.74 ($2.3) 2.95
$1.76
-23.48%
Reduce -34.57%
242,969
-128,360
BOOT 		Boot Barn Holdings Inc2024-05-31Reduce
-1.01%
●
83.47 ($100.29) 118.93
$164.35
63.87%
Reduce -31.25%
7,393
-3,360
PI 		Impinj Inc2024-05-31Reduce
-0.87%
●
111.28 ($138.65) 174.87
$208.17
50.14%
Reduce -32.77%
5,074
-2,473
CVNA 		Carvana Co2024-05-31Reduce
-0.65%
●
69.16 ($91.79) 122.97
$175.15
90.82%
Reduce -21.8%
9,462
-2,638
NVCR 		NovoCure Ltd2024-05-31Add
+0.59%
●
11.83 ($15.93) 24.05
$16.53
3.77%
Add 42.05%
26,912
7,966
GKOS 		Glaukos Corp2024-05-31Reduce
-0.58%
●
84.31 ($98.35) 112.72
$127.98
30.13%
Reduce -19.44%
8,311
-2,006
EW 		Edwards Lifesciences Corp2024-05-31Add
+0.49%
●
84.3 ($89.6) 95.56
$67.36
-24.82%
Add 28.74%
7,462
1,666

Taylor Frigon Core Growth Fund Total Holding History ($B)

To

Taylor Frigon Core Growth Fund's Asset Allocation

To

Taylor Frigon Core Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Taylor Frigon Core Growth Fund's Hypothetical Growth since 2024-05-31

Taylor Frigon Core Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Taylor Frigon Core Growth Fund's Holdings Heat Map

Size field:

Taylor Frigon Core Growth Fund's Holdings Bubble Chart

Taylor Frigon Core Growth Fund News

  • 1

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