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
126
$7.17K 0.01%
16
+1
127
$6.58K ﹤0.01%
84
-10
128
$6.32K ﹤0.01%
67
+1
129
$6.25K ﹤0.01%
39
130
$6.22K ﹤0.01%
133
+1
131
$6.13K ﹤0.01%
278
+4
132
$6.05K ﹤0.01%
80
133
$5.94K ﹤0.01%
91
+1
134
$5.93K ﹤0.01%
152
135
$5.86K ﹤0.01%
58
136
$5.82K ﹤0.01%
23
137
$5.63K ﹤0.01%
65
+1
138
$5.46K ﹤0.01%
+38
139
$5.41K ﹤0.01%
65
140
$5.3K ﹤0.01%
300
+5
141
$5.2K ﹤0.01%
+50
142
$5.11K ﹤0.01%
30
143
$4.99K ﹤0.01%
17
144
$4.93K ﹤0.01%
29
145
$4.93K ﹤0.01%
+148
146
$4.7K ﹤0.01%
15
147
$4.54K ﹤0.01%
33
148
$4.46K ﹤0.01%
40
149
$4.38K ﹤0.01%
42
+1
150
$4.35K ﹤0.01%
100
4 5
6
7 8