TFA

Teamwork Financial Advisors Portfolio holdings

AUM $900M
1-Year Est. Return 34.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
-$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$7.74M
3
+$4.98M
4
XOM icon
Exxon Mobil
XOM
+$4.21M
5
CB icon
Chubb
CB
+$4.02M

Top Sells

1
+$9.12M
2
+$5.49M
3
+$5.48M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.68M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.93M

Sector Composition

1 Technology 36.92%
2 Energy 16.32%
3 Financials 9.36%
4 Consumer Discretionary 6.4%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
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