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
$216M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$387K
3
+$371K
4
GDE icon
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
+$298K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$298K

Top Sells

1
+$591K
2
+$225K
3
+$92K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$91.5K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$90.5K

Sector Composition

1 Technology 1.03%
2 Consumer Staples 0.39%
3 Consumer Discretionary 0.32%
4 Healthcare 0.21%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
176
CrowdStrike
CRWD
$132B
$12.3K 0.01%
25
CVNY
177
YieldMax CVNA Option Income Strategy ETF
CVNY
$69.4M
$12.1K 0.01%
299
+44
VTV icon
178
Vanguard Value ETF
VTV
$149B
$12K 0.01%
64
ORCL icon
179
Oracle
ORCL
$808B
$11.9K 0.01%
42
PM icon
180
Philip Morris
PM
$245B
$11.8K 0.01%
73
+1
TPR icon
181
Tapestry
TPR
$23.7B
$11.2K 0.01%
99
AVDV icon
182
Avantis International Small Cap Value ETF
AVDV
$12.6B
$11.1K 0.01%
125
HEFA icon
183
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.71B
$11K 0.01%
277
+4
ULTY icon
184
YieldMax Ultra Option Income Strategy ETF
ULTY
$3.05B
$10.8K 0.01%
1,979
+379
VRTX icon
185
Vertex Pharmaceuticals
VRTX
$108B
$10.6K ﹤0.01%
27
SCHA icon
186
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$10.5K ﹤0.01%
376
+1
DIHP icon
187
Dimensional International High Profitability ETF
DIHP
$4.63B
$10K ﹤0.01%
330
BAC icon
188
Bank of America
BAC
$385B
$9.94K ﹤0.01%
193
+1
TMUS icon
189
T-Mobile US
TMUS
$244B
$9.34K ﹤0.01%
39
KMI icon
190
Kinder Morgan
KMI
$57.5B
$9.28K ﹤0.01%
328
+4
FNDA icon
191
Schwab Fundamental US Small Company Index ETF
FNDA
$9.31B
$8.91K ﹤0.01%
286
+1
MSTY icon
192
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.32B
$8.83K ﹤0.01%
632
+145
DFAE icon
193
Dimensional Emerging Core Equity Market ETF
DFAE
$7.07B
$8.7K ﹤0.01%
276
SPYG icon
194
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.1B
$8.65K ﹤0.01%
83
STIP icon
195
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$8.28K ﹤0.01%
80
+1
NVS icon
196
Novartis
NVS
$252B
$7.44K ﹤0.01%
58
VUG icon
197
Vanguard Growth ETF
VUG
$199B
$7.31K ﹤0.01%
15
ABBV icon
198
AbbVie
ABBV
$403B
$7.18K ﹤0.01%
31
NVDL icon
199
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.8B
$6.55K ﹤0.01%
70
ZBH icon
200
Zimmer Biomet
ZBH
$20.4B
$6.4K ﹤0.01%
65
6 7
8
9 10