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
176
$2.48K ﹤0.01%
+128
177
$2.38K ﹤0.01%
+18
178
$2.23K ﹤0.01%
+39
179
$2.06K ﹤0.01%
+5
180
$2.02K ﹤0.01%
+70
181
$1.76K ﹤0.01%
+41
182
$1.68K ﹤0.01%
+51
183
$1.64K ﹤0.01%
+100
184
$1.37K ﹤0.01%
+100
185
$1.21K ﹤0.01%
+68
186
$1.08K ﹤0.01%
+3
187
$1.02K ﹤0.01%
+94
188
$878 ﹤0.01%
+38
189
$771 ﹤0.01%
+10
190
$586 ﹤0.01%
+12
191
$469 ﹤0.01%
+3
192
$369 ﹤0.01%
+10
193
$346 ﹤0.01%
+100
194
$252 ﹤0.01%
+20
195
$213 ﹤0.01%
+71
196
$113 ﹤0.01%
+40
197
$95 ﹤0.01%
+3
198
$85 ﹤0.01%
+3
199
$57 ﹤0.01%
+3
200
$40 ﹤0.01%
+2
5 6 7
8
9