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
76
$38.7K 0.03%
780
77
$38.6K 0.03%
227
78
$37.3K 0.03%
453
-528
79
$36.6K 0.03%
+118
80
$36.5K 0.03%
1,083
81
$35.4K 0.03%
100
82
$33.1K 0.02%
127
83
$33.1K 0.02%
1,044
-161
84
$33K 0.02%
194
+2
85
$30K 0.02%
643
+579
86
$29.4K 0.02%
357
87
$28.4K 0.02%
592
+220
88
$28.3K 0.02%
257
+4
89
$26.1K 0.02%
4,610
+139
90
$23.4K 0.02%
40
91
$21.3K 0.02%
206
+3
92
$21.1K 0.02%
235
+1
93
$21K 0.02%
59
94
$20.8K 0.01%
133
+1
95
$19K 0.01%
162
+4
96
$18.3K 0.01%
972
+3
97
$17.8K 0.01%
357
+4
98
$17.2K 0.01%
327
+105
99
$15K 0.01%
100
+1
100
$14.9K 0.01%
43
+26
2 3
4
5 6