TFG

Team Financial Group Portfolio holdings

AUM $220M
1-Year Est. Return 10.49%
This Quarter Est. Return
1 Year Est. Return
+10.49%
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23.8K 0.01%
+112
127
$23.7K 0.01%
+221
128
$22.7K 0.01%
+171
129
$22.5K 0.01%
+200
130
$21.6K 0.01%
+156
131
$21.2K 0.01%
+139
132
$20.7K 0.01%
+136
133
$20.6K 0.01%
+116
134
$20.3K 0.01%
+596
135
$20.3K 0.01%
67
-752
136
$20.1K 0.01%
+29
137
$19.4K 0.01%
+649
138
$19.3K 0.01%
+82
139
$18.8K 0.01%
+139
140
$18.7K 0.01%
+331
141
$18.6K 0.01%
+401
142
$18.5K 0.01%
+207
143
$17.7K 0.01%
+376
144
$17.4K 0.01%
+92
145
$16.8K 0.01%
+266
146
$16.6K 0.01%
+134
147
$16.3K 0.01%
+96
148
$16.3K 0.01%
+230
149
$15.1K 0.01%
+127
150
$14.9K 0.01%
+65