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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.06%
12,640
-171
227
$318K 0.06%
561
+42
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$265K 0.05%
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10
11 12