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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$270K 0.05%
11,903
+171
227
$265K 0.05%
803
+1
228
$262K 0.05%
+2,037
229
$259K 0.05%
4,891
-188
230
$259K 0.05%
873
-26
231
$258K 0.05%
4,724
-192
232
$258K 0.05%
28,401
+976
233
$256K 0.05%
3,693
-3,198
234
$254K 0.05%
+1,684
235
$254K 0.05%
1,143
-206
236
$252K 0.05%
4,667
+726
237
$249K 0.05%
1,037
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238
$245K 0.05%
+1,792
239
$244K 0.05%
+5,746
240
$242K 0.05%
6,517
-1,146
241
$242K 0.05%
+898
242
$240K 0.05%
2,357
-327
243
$237K 0.05%
+1,693
244
$237K 0.05%
669
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245
$236K 0.05%
+2,493
246
$236K 0.05%
2,097
-471
247
$232K 0.05%
+2,534
248
$229K 0.05%
1,588
+167
249
$227K 0.04%
6,918
-31
250
$226K 0.04%
13,814
+2,942
8 9
10
11 12