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
176
$10.1K 0.01%
+160
177
$9.91K ﹤0.01%
+125
178
$9.73K ﹤0.01%
+330
179
$9.58K ﹤0.01%
+149
180
$9.53K ﹤0.01%
+324
181
$9.49K ﹤0.01%
+375
182
$9.29K ﹤0.01%
+39
183
$9.25K ﹤0.01%
+42
184
$9.07K ﹤0.01%
+192
185
$8.67K ﹤0.01%
+99
186
$8.17K ﹤0.01%
+285
187
$8.15K ﹤0.01%
+79
188
$7.99K ﹤0.01%
+276
189
$7.88K ﹤0.01%
+83
190
$7.02K ﹤0.01%
+58
191
$6.9K ﹤0.01%
+100
192
$6.67K ﹤0.01%
+15
193
$6.49K ﹤0.01%
+31
194
$6.09K ﹤0.01%
+17
195
$5.91K ﹤0.01%
+65
196
$5.75K ﹤0.01%
+31
197
$5.22K ﹤0.01%
+48
198
$5.21K ﹤0.01%
+24
199
$5.09K ﹤0.01%
+17
200
$4.99K ﹤0.01%
+96
6 7
8
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