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 Ltd
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
– –
-9,910
252
– –
-3,546
253
– –
-5,307
254
– –
-1,601
255
– –
-7,457
7 8 9 10
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