TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
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
+$18.4M
2
+$8.45M
3
+$5.66M
4
CF icon
CF Industries
CF
+$4.88M
5
XOM icon
Exxon Mobil
XOM
+$4.48M

Top Sells

1
+$8.22M
2
+$6.32M
3
+$5.62M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.75M
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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