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
201
$32 ﹤0.01%
+1
202
$25 ﹤0.01%
+1
203
$18 ﹤0.01%
+1
204
$6 ﹤0.01%
+1
205
$5 ﹤0.01%
+2
206
0
207
0