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
101
$14.5K 0.01%
124
+1
102
$14.4K 0.01%
307
+4
103
$14.4K 0.01%
137
+2
104
$13.5K 0.01%
149
105
$12.8K 0.01%
163
+3
106
$12.5K 0.01%
193
+1
107
$12.5K 0.01%
214
+3
108
$12.1K 0.01%
272
+3
109
$11.9K 0.01%
153
+1
110
$11.6K 0.01%
92
111
$11.4K 0.01%
57
+1
112
$11.3K 0.01%
113
+1
113
$10.8K 0.01%
224
+3
114
$10.6K 0.01%
81
115
$10.6K 0.01%
363
+5
116
$10K 0.01%
74
117
$9.48K 0.01%
113
+1
118
$9.3K 0.01%
62
119
$8.86K 0.01%
150
+2
120
$8.7K 0.01%
368
+2
121
$8.54K 0.01%
+169
122
$8.12K 0.01%
+75
123
$7.99K 0.01%
152
+2
124
$7.79K 0.01%
64
125
$7.43K 0.01%
96
3 4
5
6 7