TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
+3.05%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$536M
AUM Growth
+$536M
(-1.4%)
Cap. Flow
+$8.54M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
45.98%
Holding
345
New
51
Increased
73
Reduced
114
Closed
104
Top Buys
| 1 |
Microsoft
MSFT
|
$18.4M |
| 2 |
Devon Energy
DVN
|
$8.45M |
| 3 |
Chevron
CVX
|
$5.66M |
| 4 |
CF Industries
CF
|
$4.88M |
| 5 |
Exxon Mobil
XOM
|
$4.48M |
Top Sells
| 1 |
Pinterest
PINS
|
$8.22M |
| 2 |
VanEck Oil Services ETF
OIH
|
$6.32M |
| 3 |
Visa
V
|
$5.62M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$4.75M |
| 5 |
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% |
