TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 29.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.97%
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
+$5.31M
2
+$5.25M
3
+$5.17M
4
DVN icon
Devon Energy
DVN
+$3.76M
5
FANG icon
Diamondback Energy
FANG
+$2.87M

Top Sells

1
+$3.84M
2
+$3.68M
3
+$3.2M
4
FVRR icon
Fiverr
FVRR
+$1.67M
5
RIO icon
Rio Tinto
RIO
+$1.62M

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%
5,244
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227
$265K 0.05%
803
+1
228
$262K 0.05%
+2,037
229
$259K 0.05%
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$259K 0.05%
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231
$258K 0.05%
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232
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-206
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$252K 0.05%
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237
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238
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239
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240
$242K 0.05%
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241
$242K 0.05%
6,517
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244
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245
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246
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247
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248
$229K 0.05%
1,588
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249
$227K 0.04%
6,918
-31
250
$226K 0.04%
+1,369
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10
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