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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
51
$153K 0.07%
2,731
-38
52
$152K 0.07%
1,257
+126
53
$151K 0.07%
730
+66
54
$147K 0.07%
3,199
+52
55
$144K 0.07%
1,516
-27
56
$144K 0.07%
196
+6
57
$143K 0.07%
3,778
+316
58
$142K 0.07%
213
+11
59
$130K 0.06%
395
+328
60
$124K 0.06%
577
-29
61
$122K 0.06%
502
62
$116K 0.05%
1,929
+9
63
$113K 0.05%
1,444
+188
64
$102K 0.05%
360
+14
65
$96K 0.04%
322
66
$93.5K 0.04%
1,635
-57
67
$92K 0.04%
201
68
$90.3K 0.04%
2,566
69
$89.9K 0.04%
351
-23
70
$87.1K 0.04%
2,184
-76
71
$84.3K 0.04%
1,211
72
$83.3K 0.04%
651
-29
73
$83.2K 0.04%
1,818
74
$82.2K 0.04%
273
-19
75
$81.9K 0.04%
4,215
+61
1 2
3
4 5