TFG

Team Financial Group Portfolio holdings

AUM $220M
1-Year Est. Return 10.49%
This Quarter Est. Return
1 Year Est. Return
+10.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.97M
3
+$1.63M
4
PTRB icon
PGIM Total Return Bond ETF
PTRB
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.2M

Top Sells

1
+$569K
2
+$228K
3
+$200K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$156K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$140K

Sector Composition

1 Technology 0.91%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.31%
4 Healthcare 0.21%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66.8K 0.03%
+552
77
$60.9K 0.03%
+221
78
$59.3K 0.03%
+660
79
$59.3K 0.03%
+122
80
$58.5K 0.03%
+138
81
$57.6K 0.03%
+515
82
$56.8K 0.03%
+1,597
83
$56.4K 0.03%
+1,727
84
$55.7K 0.03%
+200
85
$54.3K 0.03%
+904
86
$49.8K 0.02%
+287
87
$47.8K 0.02%
+355
88
$47.8K 0.02%
+1,700
89
$47.3K 0.02%
+261
90
$47.1K 0.02%
+482
91
$46.9K 0.02%
+2,261
92
$46.4K 0.02%
+170
93
$46K 0.02%
+2,154
94
$46K 0.02%
+131
95
$45.8K 0.02%
+500
96
$44.9K 0.02%
+1,121
97
$43.8K 0.02%
+554
98
$41.3K 0.02%
+347
99
$40.6K 0.02%
+198
100
$40.3K 0.02%
+121
2 3
4
5 6