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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
$216M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$376K
3
+$365K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$291K
5
GDE icon
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
+$263K

Top Sells

1
+$592K
2
+$202K
3
+$91.3K
4
DGRS icon
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
+$91K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$88.2K

Sector Composition

1 Technology 1.03%
2 Consumer Staples 0.39%
3 Consumer Discretionary 0.32%
4 Healthcare 0.21%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.21%
6,926
-75
27
$454K 0.21%
491
+1
28
$444K 0.21%
3,147
-642
29
$431K 0.2%
4,032
+14
30
$379K 0.18%
4,515
-266
31
$365K 0.17%
2,000
32
$356K 0.16%
9,357
-882
33
$316K 0.15%
1,695
+1
34
$306K 0.14%
6,918
+71
35
$304K 0.14%
5,985
+2,981
36
$298K 0.14%
575
37
$298K 0.14%
+5,190
38
$297K 0.14%
1,352
39
$279K 0.13%
3,487
-586
40
$271K 0.13%
1,761
+12
41
$243K 0.11%
2,278
-89
42
$239K 0.11%
4,878
+1,710
43
$217K 0.1%
629
-27
44
$203K 0.09%
1,045
+100
45
$200K 0.09%
3,706
+26
46
$186K 0.09%
2,444
+950
47
$181K 0.08%
408
48
$167K 0.08%
1,969
+15
49
$158K 0.07%
2,671
+268
50
$158K 0.07%
2,327
+277
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