TFA

Teamwork Financial Advisors Portfolio holdings

AUM $918M
1-Year Est. Return 32.43%
This Quarter Est. Return
1 Year Est. Return
+32.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$11.5M
3
+$10.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.88M
5
TJX icon
TJX Companies
TJX
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.3%
2 Financials 20.69%
3 Communication Services 7.61%
4 Consumer Discretionary 5.37%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.8%
+30,997
27
$1.3M 0.78%
+69,872
28
$1.23M 0.73%
+10,749
29
$1.17M 0.7%
+8,590
30
$1.17M 0.7%
+7,909
31
$1.15M 0.69%
+19,673
32
$1.08M 0.65%
+36,296
33
$1.07M 0.64%
+5,318
34
$1.05M 0.63%
+3,565
35
$1.04M 0.63%
+11,792
36
$997K 0.6%
+17,648
37
$960K 0.57%
+38,613
38
$960K 0.57%
+6,751
39
$945K 0.57%
+5,261
40
$922K 0.55%
+7,994
41
$905K 0.54%
+13,937
42
$900K 0.54%
+24,598
43
$897K 0.54%
+6,148
44
$888K 0.53%
+3,021
45
$835K 0.5%
+11,242
46
$831K 0.5%
+6,620
47
$824K 0.49%
+20,720
48
$795K 0.48%
+5,337
49
$780K 0.47%
+26,414
50
$768K 0.46%
+3,201
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