TFA

Teamwork Financial Advisors Portfolio holdings

AUM $918M
1-Year Est. Return 32.43%
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Ltd
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$156K 0.04%
17,195
-6,065
227
$134K 0.03%
+10,333
228
$103K 0.02%
+10,101
229
$70K 0.02%
2,188
+1,013
230
– –
-465
231
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-2,066
232
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-2,904
233
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-8,542
234
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-6,229
235
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-8,814
236
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-1,259
237
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-8,367
238
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-1,588
239
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-25,195
240
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-34,890
241
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-1,021
242
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-5,885
243
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-791
244
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-10,841
245
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-6,800
246
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-4,257
247
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-11,945
248
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-20,481
249
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-17,945
250
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-1,021
7 8 9
10
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