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
151
$3.8K ﹤0.01%
+12
152
$3.7K ﹤0.01%
+53
153
$3.63K ﹤0.01%
+24
154
$3.58K ﹤0.01%
+115
155
$3.32K ﹤0.01%
+40
156
$3.27K ﹤0.01%
+14
157
$3.26K ﹤0.01%
+100
158
$3.23K ﹤0.01%
+25
159
$3.14K ﹤0.01%
+100
160
$3.02K ﹤0.01%
+31
161
$2.98K ﹤0.01%
+29
162
$2.96K ﹤0.01%
+34
163
$2.89K ﹤0.01%
+85
164
$2.88K ﹤0.01%
+68
165
$2.74K ﹤0.01%
+24
166
$2.7K ﹤0.01%
+38
167
$2.7K ﹤0.01%
+13
168
$2.63K ﹤0.01%
+51
169
$2.61K ﹤0.01%
+6
170
$2.61K ﹤0.01%
+24
171
$2.53K ﹤0.01%
+62
172
$2.53K ﹤0.01%
+164
173
$2.52K ﹤0.01%
+13
174
$2.5K ﹤0.01%
+27
175
$2.48K ﹤0.01%
+28
5 6
7
8 9