TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 29.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.97%
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
+$5.31M
2
+$5.25M
3
+$5.17M
4
DVN icon
Devon Energy
DVN
+$3.76M
5
FANG icon
Diamondback Energy
FANG
+$2.87M

Top Sells

1
+$3.84M
2
+$3.68M
3
+$3.2M
4
FVRR icon
Fiverr
FVRR
+$1.67M
5
RIO icon
Rio Tinto
RIO
+$1.62M

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
276
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-7,611
281
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282
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283
$0 ﹤0.01%
26
284
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285
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286
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287
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