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
$458M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.3M
3
+$7.39M
4
DVN icon
Devon Energy
DVN
+$6.52M
5
ALL icon
Allstate
ALL
+$4.25M

Top Sells

1
+$3.85M
2
+$3.54M
3
+$3.52M
4
VRSN icon
VeriSign
VRSN
+$3.39M
5
ORLY icon
O'Reilly Automotive
ORLY
+$3.33M

Sector Composition

1 Technology 33.85%
2 Energy 18.47%
3 Financials 8.69%
4 Consumer Staples 4.41%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-43,970
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