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
176
$2.61K ﹤0.01%
71
+1
177
$2.61K ﹤0.01%
24
178
$2.46K ﹤0.01%
+48
179
$2.29K ﹤0.01%
167
+3
180
$2.28K ﹤0.01%
5
181
$2.05K ﹤0.01%
+46
182
$1.87K ﹤0.01%
+33
183
$1.85K ﹤0.01%
100
184
$1.75K ﹤0.01%
100
185
$1.75K ﹤0.01%
35
-926
186
$1.69K ﹤0.01%
42
+1
187
$1.52K ﹤0.01%
+12
188
$1.48K ﹤0.01%
51
189
$1.43K ﹤0.01%
69
+1
190
$1.28K ﹤0.01%
+24
191
$1.23K ﹤0.01%
3
192
$1.18K ﹤0.01%
+15
193
$1.12K ﹤0.01%
+25
194
$1.03K ﹤0.01%
94
195
$940 ﹤0.01%
38
196
$794 ﹤0.01%
12
197
$781 ﹤0.01%
10
198
$774 ﹤0.01%
+12
199
$759 ﹤0.01%
+15
200
$535 ﹤0.01%
3
6 7
8
9 10