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
76
$34.3K 0.03%
+1,083
77
$34K 0.03%
+780
78
$32.6K 0.03%
+259
79
$32.1K 0.03%
+363
80
$31.2K 0.03%
+582
81
$30K 0.02%
+100
82
$30K 0.02%
+192
83
$28.2K 0.02%
+357
84
$27.9K 0.02%
+253
85
$26.4K 0.02%
+64
86
$25.7K 0.02%
+60
87
$24.3K 0.02%
+127
88
$24.3K 0.02%
+373
89
$24.2K 0.02%
+4,471
90
$21.5K 0.02%
+40
91
$20.7K 0.02%
+59
92
$20.7K 0.02%
+860
93
$20.5K 0.02%
+132
94
$19.3K 0.02%
+203
95
$18.2K 0.02%
+234
96
$17K 0.01%
+158
97
$16.8K 0.01%
+99
98
$16.6K 0.01%
+150
99
$16.3K 0.01%
+969
100
$16.3K 0.01%
+372
2 3
4
5 6