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
51
$74.1K 0.05%
727
+364
52
$73.7K 0.05%
635
+3
53
$72.1K 0.05%
965
+8
54
$69.7K 0.05%
1,013
-40
55
$67.3K 0.05%
1,340
+17
56
$67.1K 0.05%
1,591
+4
57
$66.8K 0.05%
1,642
-30
58
$65.8K 0.05%
1,318
-25
59
$63.2K 0.05%
3,327
-468
60
$60.8K 0.04%
322
61
$60.1K 0.04%
2,910
+3
62
$57.8K 0.04%
530
+4
63
$55.8K 0.04%
500
64
$55.8K 0.04%
1,903
-827
65
$54.1K 0.04%
331
+4
66
$52.2K 0.04%
2,000
67
$49.5K 0.04%
1,417
-117
68
$49.2K 0.04%
1,737
-3,565
69
$47.2K 0.03%
1,633
+9
70
$43.8K 0.03%
329
+3
71
$43.6K 0.03%
1,576
+2
72
$43.2K 0.03%
226
73
$42K 0.03%
169
-8
74
$41.9K 0.03%
300
75
$39.6K 0.03%
260
+1
1 2
3
4 5