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
101
$15.3K 0.01%
+120
102
$13.9K 0.01%
+123
103
$13.5K 0.01%
+303
104
$13.1K 0.01%
+112
105
$13.1K 0.01%
+353
106
$12.8K 0.01%
+135
107
$12.2K 0.01%
+211
108
$12.1K 0.01%
+149
109
$11.8K 0.01%
+222
110
$11.5K 0.01%
+160
111
$11.4K 0.01%
+81
112
$11.4K 0.01%
+192
113
$11.3K 0.01%
+269
114
$10.6K 0.01%
+152
115
$10.5K 0.01%
+221
116
$10.3K 0.01%
+358
117
$10K 0.01%
+56
118
$9.77K 0.01%
+92
119
$8.92K 0.01%
+74
120
$8.53K 0.01%
+62
121
$8.35K 0.01%
+148
122
$8.05K 0.01%
+112
123
$7.58K 0.01%
+366
124
$7.18K 0.01%
+64
125
$7.07K 0.01%
+150
3 4
5
6 7