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
126
$6.99K 0.01%
+94
127
$6.54K 0.01%
+96
128
$6.24K 0.01%
+1,007
129
$6.22K 0.01%
+66
130
$6.09K 0.01%
+23
131
$6.04K 0.01%
+15
132
$5.92K ﹤0.01%
+132
133
$5.91K ﹤0.01%
+58
134
$5.78K ﹤0.01%
+90
135
$5.71K ﹤0.01%
+274
136
$5.66K ﹤0.01%
+38
137
$5.51K ﹤0.01%
+80
138
$5.46K ﹤0.01%
+39
139
$5.32K ﹤0.01%
+152
140
$5.22K ﹤0.01%
+90
141
$5.08K ﹤0.01%
+17
142
$4.9K ﹤0.01%
+295
143
$4.85K ﹤0.01%
+64
144
$4.73K ﹤0.01%
+33
145
$4.73K ﹤0.01%
+65
146
$4.73K ﹤0.01%
+30
147
$4.41K ﹤0.01%
+17
148
$4.39K ﹤0.01%
+41
149
$4.17K ﹤0.01%
+29
150
$4.11K ﹤0.01%
+15
4 5
6
7 8