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
251
$265K 0.05%
1,080
+43
252
$264K 0.05%
2,418
-240
253
$259K 0.05%
1,968
-129
254
$259K 0.05%
5,832
+86
255
$257K 0.05%
1,631
-406
256
$256K 0.05%
10,837
-1,066
257
$255K 0.05%
6,044
-1,636
258
$255K 0.05%
7,779
-621
259
$254K 0.05%
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260
$254K 0.05%
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-152
261
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648
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262
$246K 0.05%
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-32
263
$245K 0.05%
+4,005
264
$245K 0.05%
1,468
-32
265
$240K 0.04%
14,336
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266
$234K 0.04%
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267
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-17,115
269
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270
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6,314
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271
$223K 0.04%
4,029
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272
$222K 0.04%
5,176
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273
$221K 0.04%
7,153
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274
$220K 0.04%
1,850
-689
275
$220K 0.04%
+1,628
9 10
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