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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

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
251
$226K 0.04%
+1,369
252
$224K 0.04%
1,500
-27
253
$221K 0.04%
4,566
+264
254
$216K 0.04%
+3,864
255
$211K 0.04%
+1,356
256
$211K 0.04%
+4,143
257
$210K 0.04%
2,223
-2,315
258
$200K 0.04%
1,718
-1,075
259
$200K 0.04%
+1,874
260
$196K 0.04%
10,560
-938
261
$188K 0.04%
23,075
+1,833
262
$161K 0.03%
44,035
-1,616
263
$130K 0.03%
+1,457
264
$96K 0.02%
+12,709
265
$37K 0.01%
+168
266
– –
-10,695
267
– –
-3,192
268
– –
-6,234
269
– –
-4,095
270
– –
-2,700
271
– –
-5,885
272
– –
-19,308
273
$0 ﹤0.01%
26
274
– –
-4,456
275
– –
-5,135
8 9 10
11
12