TFG
Team Financial Group Portfolio holdings
AUM
$220M
1-Year Est. Return
10.49%
This Fund
S&P 500
1 Year Est. Return
+10.49%
AUM
$216M
AUM Growth
+$12.4M
(+6.1%)
Holding
261
Top Buys
| 1 | +$469K | |
| 2 | +$376K | |
| 3 | +$365K | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$291K |
| 5 |
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
|
+$263K |
Top Sells
| 1 | +$592K | |
| 2 | +$202K | |
| 3 | +$91.3K | |
| 4 |
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
|
+$91K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$88.2K |
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
$108M
| $728 | ﹤0.01% |
6
|
|
||
|
AMTM
252
Amentum Holdings
AMTM
$7.02B
| $503 | ﹤0.01% |
21
|
|
||
253
Kimberly-Clark
KMB
$33.8B
| $497 | ﹤0.01% |
4
|
|
||
254
Vanguard Total Bond Market
BND
$152B
| $437 | ﹤0.01% |
6
|
|
||
255
BP
BP
$102B
| $366 | ﹤0.01% |
11
+1
|
|
||
|
WTPI
256
WisdomTree Equity Premium Income Fund
WTPI
$442M
| $278 | ﹤0.01% |
8
|
|
||
257
Armata Pharmaceuticals
ARMP
$435M
| $212 | ﹤0.01% |
71
|
|
||
258
Diageo
DEO
$45.2B
| – | – |
-25
|
|
||
259
General Mills
GIS
$22.6B
| – | – |
-96
|
|
||
260
PPG Industries
PPG
$23.7B
| – | – |
-26
|
|
||
261
YieldMax TSLA Option Income Strategy ETF
TSLY
$925M
| – | – |
-256
|
|