TFG
Team Financial Group Portfolio holdings
AUM
$216M
1-Year Est. Return
9.72%
1 Year Est. Return
+9.72%
AUM
$216M
AUM Growth
+$12.4M
(+6.1%)
Holding
261
Top Buys
| 1 | +$481K | |
| 2 | +$387K | |
| 3 | +$371K | |
| 4 |
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
|
+$298K |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$298K |
Top Sells
| 1 | +$591K | |
| 2 | +$225K | |
| 3 | +$92K | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$91.5K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$90.5K |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Consumer Staples | 0.39% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Healthcare | 0.21% |
| 5 | Financials | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
WisdomTree Bitcoin Fund
BTCW
$171M
| $728 | ﹤0.01% |
6
|
|
||
|
AMTM
252
Amentum Holdings
AMTM
$5.64B
| $503 | ﹤0.01% |
21
|
|
||
253
Kimberly-Clark
KMB
$39.5B
| $497 | ﹤0.01% |
4
|
|
||
254
Vanguard Total Bond Market
BND
$138B
| $437 | ﹤0.01% |
6
|
|
||
255
BP
BP
$89.7B
| $366 | ﹤0.01% |
11
+1
|
|
||
|
WTPI
256
WisdomTree Equity Premium Income Fund
WTPI
$315M
| $278 | ﹤0.01% |
8
|
|
||
257
Armata Pharmaceuticals
ARMP
$257M
| $212 | ﹤0.01% |
71
|
|
||
258
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.15B
| – | – |
-1,281
|
|
||
259
PPG Industries
PPG
$23.4B
| – | – |
-26
|
|
||
260
General Mills
GIS
$25.6B
| – | – |
-96
|
|
||
261
Diageo
DEO
$53.8B
| – | – |
-25
|
|