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
151
$4.34K ﹤0.01%
12
152
$4.28K ﹤0.01%
29
153
$4.26K ﹤0.01%
+43
154
$4.22K ﹤0.01%
53
155
$3.74K ﹤0.01%
25
156
$3.69K ﹤0.01%
+57
157
$3.49K ﹤0.01%
24
158
$3.45K ﹤0.01%
31
159
$3.41K ﹤0.01%
68
160
$3.27K ﹤0.01%
+15
161
$3.25K ﹤0.01%
56
-1,135
162
$3.23K ﹤0.01%
14
163
$3.15K ﹤0.01%
+33
164
$3.14K ﹤0.01%
85
165
$3.05K ﹤0.01%
38
166
$3.02K ﹤0.01%
+42
167
$3.02K ﹤0.01%
+58
168
$3.01K ﹤0.01%
34
169
$2.98K ﹤0.01%
108
-20
170
$2.89K ﹤0.01%
13
171
$2.86K ﹤0.01%
13
172
$2.77K ﹤0.01%
+28
173
$2.76K ﹤0.01%
+393
174
$2.76K ﹤0.01%
28
175
$2.66K ﹤0.01%
18
5 6
7
8 9