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
$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

Sector Composition

1 Technology 0.91%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.31%
4 Healthcare 0.21%
5 Financials 0.2%