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
201
$4.93K ﹤0.01%
+70
202
$4.92K ﹤0.01%
+89
203
$4.91K ﹤0.01%
+68
204
$4.66K ﹤0.01%
+15
205
$4.58K ﹤0.01%
+92
206
$4.54K ﹤0.01%
+72
207
$4.38K ﹤0.01%
+32
208
$4.26K ﹤0.01%
+6
209
$4.16K ﹤0.01%
+34
210
$4.12K ﹤0.01%
+29
211
$3.83K ﹤0.01%
+42
212
$3.8K ﹤0.01%
+136
213
$3.78K ﹤0.01%
+105
214
$3.7K ﹤0.01%
+12
215
$3.55K ﹤0.01%
+30
216
$3.45K ﹤0.01%
+100
217
$3.1K ﹤0.01%
+19
218
$3.08K ﹤0.01%
+58
219
$3.02K ﹤0.01%
+32
220
$2.94K ﹤0.01%
+13
221
$2.94K ﹤0.01%
+26
222
$2.79K ﹤0.01%
+32
223
$2.77K ﹤0.01%
+47
224
$2.68K ﹤0.01%
+20
225
$2.61K ﹤0.01%
+19
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