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
$139M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$3.94M
3
+$1.49M
4
USMF icon
WisdomTree US Multifactor Fund
USMF
+$995K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$780K

Top Sells

1
+$371K
2
+$154K
3
+$152K
4
WTMF icon
WisdomTree Managed Futures Strategy Fund
WTMF
+$101K
5
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$101K

Sector Composition

1 Technology 0.63%
2 Consumer Staples 0.49%
3 Healthcare 0.37%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$273K 0.2%
2,587
-68
27
$227K 0.16%
2,036
-280
28
$225K 0.16%
341
+43
29
$225K 0.16%
6,412
-2,882
30
$219K 0.16%
10,008
-92
31
$199K 0.14%
+8,214
32
$194K 0.14%
6,650
33
$188K 0.13%
1,732
-98
34
$181K 0.13%
4,600
+362
35
$170K 0.12%
2,179
-147
36
$168K 0.12%
3,839
-685
37
$168K 0.12%
3,502
+475
38
$168K 0.12%
3,250
-26
39
$161K 0.12%
7,453
-409
40
$159K 0.11%
1,045
+925
41
$151K 0.11%
2,267
-240
42
$112K 0.08%
1,454
-204
43
$107K 0.08%
684
-101
44
$107K 0.08%
+2,112
45
$99.5K 0.07%
1,352
-113
46
$99.1K 0.07%
248
+1
47
$89.3K 0.06%
237
+32
48
$88.1K 0.06%
1,861
49
$77.5K 0.06%
2,137
-171
50
$75.1K 0.05%
3,871
-7,936
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