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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
76
$78.2K 0.04%
1,544
+15
77
$78.1K 0.04%
2,970
+12
78
$74K 0.03%
+1,436
79
$73K 0.03%
221
80
$72.6K 0.03%
1,117
+480
81
$71.1K 0.03%
1,079
+175
82
$70.1K 0.03%
553
+1
83
$67.9K 0.03%
1,792
+195
84
$65.4K 0.03%
575
+60
85
$65.2K 0.03%
200
86
$64.6K 0.03%
552
87
$63K 0.03%
666
+6
88
$61.4K 0.03%
1,732
+5
89
$61.3K 0.03%
122
90
$61K 0.03%
311
+24
91
$59.5K 0.03%
+1,026
92
$53.6K 0.02%
+269
93
$53.5K 0.02%
262
+1
94
$50.5K 0.02%
2,195
+41
95
$49.8K 0.02%
483
+1
96
$49.6K 0.02%
131
97
$49.6K 0.02%
356
+1
98
$49.1K 0.02%
1,700
99
$48.2K 0.02%
1,121
100
$47.6K 0.02%
350
+3
2 3
4
5 6