TFG
Team Financial Group Portfolio holdings
AUM
$220M
1-Year Est. Return
10.49%
1 Year Est. Return
+10.49%
AUM
$220M
AUM Growth
+$4.65M
(+2.2%)
Holding
276
Top Buys
| 1 | +$847K | |
| 2 | +$605K | |
| 3 | +$544K | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$539K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$349K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$941K | |
| 3 | +$334K | |
| 4 |
WisdomTree US LargeCap Fund
EPS
|
+$302K |
| 5 |
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
|
+$167K |
Sector Composition
| 1 | Technology | 1.01% |
| 2 | Consumer Staples | 0.36% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Healthcare | 0.25% |
| 5 | Industrials | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.36B
| – | – |
-126
|
|