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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$231K 0.05%
11,498
-24,326
227
$231K 0.05%
6,949
-1,814
228
$224K 0.05%
4,456
-639
229
$222K 0.05%
4,095
-10,020
230
$218K 0.04%
+2,752
231
$217K 0.04%
+599
232
$216K 0.04%
21,242
+2,833
233
$214K 0.04%
1,527
-1,481
234
$214K 0.04%
+1,421
235
$214K 0.04%
+3,941
236
$206K 0.04%
+407
237
$202K 0.04%
10,695
-10,223
238
$201K 0.04%
4,302
-338
239
$201K 0.04%
784
-238
240
$185K 0.04%
45,651
+4,520
241
$168K 0.03%
10,872
+539
242
$79K 0.02%
+2,613
243
– –
-3,719
244
– –
-10,101
245
– –
-1,010
246
– –
-3,866
247
– –
-9,636
248
– –
-1,104
249
– –
-582
250
– –
-10,359
7 8 9
10
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