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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M
2 +$6.84M
3 +$5.52M
4
SLB icon
SLB Limited
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1 +$16.1M
2 +$11.4M
3 +$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-6,800
252
-4,257
253
-11,945
254
-20,481
255
-17,945