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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
$220M
AUM Growth
-$117K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.07M
3
+$662K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$650K
5
PSDM icon
PGIM Short Duration Multi-Sector Bond ETF
PSDM
+$526K

Top Sells

1
+$2.88M
2
+$2.54M
3
+$665K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$99.6K
5
AAPL icon
Apple
AAPL
+$77K

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.39%
3 Consumer Staples 0.39%
4 Industrials 0.22%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
76
Meta Platforms (Facebook)
META
$1.5T
$112K 0.05%
196
JLL icon
77
Jones Lang LaSalle
JLL
$14.2B
$98K 0.04%
322
GLD icon
78
SPDR Gold Trust
GLD
$140B
$97.2K 0.04%
226
+85
COP icon
79
ConocoPhillips
COP
$141B
$89.3K 0.04%
677
+5
GDMN icon
80
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$170M
$88.5K 0.04%
+875
IBM icon
81
IBM
IBM
$261B
$88.4K 0.04%
365
+3
IQDG icon
82
WisdomTree International Quality Dividend Growth Fund
IQDG
$706M
$88.2K 0.04%
2,198
+3
DXJ icon
83
WisdomTree Japan Hedged Equity Fund
DXJ
$6.78B
$88K 0.04%
555
-96
BBEU icon
84
JPMorgan BetaBuilders Europe ETF
BBEU
$9.02B
$87.7K 0.04%
1,211
ARTY
85
iShares Future AI & Tech ETF
ARTY
$3.59B
$84.6K 0.04%
1,818
MTUM icon
86
iShares MSCI USA Momentum Factor ETF
MTUM
$25.9B
$84.5K 0.04%
352
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$83.7K 0.04%
1,200
FNDX icon
88
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$83.4K 0.04%
2,996
+13
THRO
89
iShares U.S. Thematic Rotation Active ETF
THRO
$6.52B
$83K 0.04%
2,291
+167
ALL icon
90
Allstate
ALL
$55.8B
$80.2K 0.04%
387
-190
PFFD icon
91
Global X US Preferred ETF
PFFD
$2.14B
$79.9K 0.04%
4,340
+63
USIN icon
92
WisdomTree 7-10 Year Laddered Treasury Fund
USIN
$4.43M
$78.9K 0.04%
1,574
+14
XLG icon
93
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
$75.8K 0.03%
1,389
+258
GE icon
94
GE Aerospace
GE
$344B
$72.9K 0.03%
257
IYF icon
95
iShares US Financials ETF
IYF
$3.55B
$71.6K 0.03%
609
+53
AVGO icon
96
Broadcom
AVGO
$1.85T
$68.7K 0.03%
222
-123
MRK icon
97
Merck
MRK
$296B
$68.4K 0.03%
569
+5
VOO icon
98
Vanguard S&P 500 ETF
VOO
$968B
$66.4K 0.03%
111
PSX icon
99
Phillips 66
PSX
$71.8B
$64.8K 0.03%
355
+2
WMT icon
100
Walmart Inc
WMT
$944B
$60.1K 0.03%
484
+1
2 3
4
5 6