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
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.25M
3
+$4.98M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
GPC icon
Genuine Parts
GPC
+$3.8M

Top Sells

1
+$3.73M
2
+$3.7M
3
+$3.66M
4
NVDA icon
NVIDIA
NVDA
+$3.61M
5
WRB icon
W.R. Berkley
WRB
+$2.93M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-11,300
227
– –
-15,988
228
– –
-15,945
229
– –
-5,814
230
– –
-3,484
231
– –
-9,265
232
– –
-8,519
233
– –
-3,357
234
– –
-3,560
235
– –
-33,213
236
– –
-15,445
237
– –
-6,282
238
– –
-1,350
6 7 8 9
10