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TFG

Team Financial Group Portfolio holdings

AUM $220M
1-Year Est. Return 10.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$117K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.07M
3
+$662K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$650K
5
PSDM icon
PGIM Short Duration Multi-Sector Bond ETF
PSDM
+$526K

Top Sells

1
+$2.88M
2
+$2.54M
3
+$665K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$99.6K
5
AAPL icon
Apple
AAPL
+$77K

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.39%
3 Consumer Staples 0.39%
4 Industrials 0.22%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
26
Vanguard High Dividend Yield ETF
VYM
$78.4B
$487K 0.22%
3,288
+40
QHY
27
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$234M
$452K 0.21%
9,930
+235
PAAA icon
28
PGIM AAA CLO ETF
PAAA
$10.2B
$447K 0.2%
8,733
+6,217
EZM icon
29
WisdomTree US MidCap Fund
EZM
$904M
$441K 0.2%
6,558
-95
SUB icon
30
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$417K 0.19%
3,913
+9
DTD icon
31
WisdomTree US Total Dividend Fund
DTD
$1.6B
$387K 0.18%
4,485
-54
QSIG
32
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$58M
$329K 0.15%
6,782
+1,804
SDVY icon
33
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
$328K 0.15%
8,324
-411
AVMC icon
34
Avantis US Mid Cap Equity ETF
AVMC
$406M
$318K 0.14%
4,398
+3,141
VCSH icon
35
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$307K 0.14%
3,875
+234
AGGY icon
36
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$871M
$307K 0.14%
7,065
+71
USSH icon
37
WisdomTree 1-3 Year Laddered Treasury Fund
USSH
$23.1M
$306K 0.14%
6,059
+35
PLTR icon
38
Palantir
PLTR
$315B
$293K 0.13%
2,000
AMZN icon
39
Amazon
AMZN
$2.64T
$282K 0.13%
1,352
NVDA icon
40
NVIDIA
NVDA
$5T
$280K 0.13%
1,605
+28
HD icon
41
Home Depot
HD
$321B
$279K 0.13%
848
+761
MUB icon
42
iShares National Muni Bond ETF
MUB
$45.3B
$243K 0.11%
2,293
+5
PG icon
43
Procter & Gamble
PG
$346B
$237K 0.11%
1,644
-130
AVLC icon
44
Avantis US Large Cap Equity ETF
AVLC
$1.23B
$234K 0.11%
+3,023
DIA icon
45
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
$232K 0.11%
500
UNH icon
46
UnitedHealth
UNH
$374B
$225K 0.1%
830
NTSX icon
47
WisdomTree US Efficient Core Fund
NTSX
$1.35B
$224K 0.1%
4,289
+291
CIBR icon
48
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.9B
$223K 0.1%
3,552
+901
QUAL icon
49
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$217K 0.1%
1,133
+98
DYNF icon
50
BlackRock US Equity Factor Rotation ETF
DYNF
$35.9B
$215K 0.1%
3,690
+695
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