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
51
$66.4K 0.05%
+1,323
52
$66.3K 0.05%
+2,730
53
$65.7K 0.05%
+957
54
$65.3K 0.05%
+1,191
55
$64.7K 0.05%
+205
56
$62.7K 0.05%
+1,672
57
$62.1K 0.05%
+1,343
58
$58.6K 0.05%
+1,587
59
$57.8K 0.05%
+1,053
60
$54.6K 0.05%
+526
61
$54.2K 0.04%
+2,907
62
$50.5K 0.04%
+2,000
63
$45.9K 0.04%
+327
64
$45.5K 0.04%
+322
65
$45.4K 0.04%
+1,534
66
$45.4K 0.04%
+961
67
$45.3K 0.04%
+500
68
$44.3K 0.04%
+177
69
$43.3K 0.04%
+1,624
70
$39.3K 0.03%
+300
71
$39.2K 0.03%
+326
72
$38.8K 0.03%
+227
73
$38.7K 0.03%
+226
74
$38.2K 0.03%
+1,574
75
$37K 0.03%
+1,205
1 2
3
4 5