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
$174M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.01M
3
+$930K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$822K
5
PTRB icon
PGIM Total Return Bond ETF
PTRB
+$785K

Top Sells

1
+$2.22M
2
+$1.43M
3
+$350K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$335K
5
PG icon
Procter & Gamble
PG
+$148K

Sector Composition

1 Technology 0.5%
2 Consumer Staples 0.35%
3 Healthcare 0.15%
4 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$438K 0.25%
18,186
+634
27
$412K 0.24%
3,232
+554
28
$388K 0.22%
7,971
+3,735
29
$318K 0.18%
347
30
$290K 0.17%
1,727
-884
31
$282K 0.16%
6,569
-114
32
$260K 0.15%
+3,334
33
$256K 0.15%
506
+1
34
$249K 0.14%
1,137
35
$226K 0.13%
4,697
+18
36
$224K 0.13%
2,121
+5
37
$214K 0.12%
+3,208
38
$209K 0.12%
3,883
-248
1
2