TFG

Team Financial Group Portfolio holdings

AUM $216M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$16.7M
3
+$16.2M
4
USMF icon
WisdomTree US Multifactor Fund
USMF
+$11.8M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.53%
2 Technology 0.44%
3 Healthcare 0.41%
4 Industrials 0.14%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$273K 0.23%
+2,655
27
$239K 0.2%
+2,316
28
$224K 0.18%
+10,100
29
$222K 0.18%
+11,807
30
$209K 0.17%
+6,650
31
$189K 0.16%
+4,524
32
$188K 0.16%
+1,830
33
$169K 0.14%
+2,326
34
$168K 0.14%
+298
35
$166K 0.14%
+7,862
36
$160K 0.13%
+3,276
37
$159K 0.13%
+5,302
38
$155K 0.13%
+2,507
39
$152K 0.13%
+3,153
40
$148K 0.12%
+4,238
41
$141K 0.12%
+3,027
42
$125K 0.1%
+1,658
43
$110K 0.09%
+785
44
$102K 0.08%
+1,465
45
$93.5K 0.08%
+247
46
$86.1K 0.07%
+1,861
47
$76.6K 0.06%
+981
48
$76K 0.06%
+632
49
$73.9K 0.06%
+2,308
50
$70.8K 0.06%
+3,795
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