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

Top Sells

1
+$569K
2
+$228K
3
+$200K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$156K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$140K

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
151
$14.8K 0.01%
+512
152
$14.5K 0.01%
+277
153
$13.8K 0.01%
+103
154
$13.7K 0.01%
+79
155
$13.6K 0.01%
+171
156
$13.4K 0.01%
+196
157
$13.4K 0.01%
+917
158
$13.1K 0.01%
+72
159
$12.8K 0.01%
+297
160
$12.7K 0.01%
+118
161
$12.7K 0.01%
+25
162
$12.5K 0.01%
+41
163
$12.4K 0.01%
+42
164
$12.3K 0.01%
+124
165
$12.1K 0.01%
+1,000
166
$12K 0.01%
+27
167
$11.8K 0.01%
+114
168
$11.7K 0.01%
+91
169
$11.5K 0.01%
+85
170
$11.3K 0.01%
+64
171
$11.3K 0.01%
+50
172
$10.8K 0.01%
+255
173
$10.8K 0.01%
+97
174
$10.5K 0.01%
+256
175
$10.4K 0.01%
+273
5 6
7
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