TFG

Team Financial Group Portfolio holdings

AUM $220M
1-Year Est. Return 10.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.95M
3
+$1.4M
4
USMF icon
WisdomTree US Multifactor Fund
USMF
+$939K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$728K

Top Sells

1
+$383K
2
+$152K
3
+$148K
4
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$103K
5
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$99.7K

Sector Composition

1 Technology 0.63%
2 Consumer Staples 0.49%
3 Healthcare 0.37%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
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