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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
Shopify
SHOP
+$1.86M

Sector Composition

1 Technology 32.72%
2 Financials 12.77%
3 Communication Services 11.25%
4 Consumer Discretionary 6.84%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.73%
11,717
+5,701
27
$2.01M 0.72%
+59,491
28
$1.97M 0.71%
22,781
+1,110
29
$1.87M 0.67%
11,188
+3,425
30
$1.8M 0.64%
20,038
-5,930
31
$1.79M 0.64%
103,815
+11,346
32
$1.75M 0.63%
55,480
+38,980
33
$1.72M 0.61%
30,229
+21,271
34
$1.71M 0.61%
5,535
+3,443
35
$1.7M 0.61%
+22,630
36
$1.68M 0.6%
6,560
+3,463
37
$1.63M 0.58%
2,318
+779
38
$1.62M 0.58%
29,402
+7,365
39
$1.62M 0.58%
12,813
+9,810
40
$1.55M 0.56%
8,288
+5,451
41
$1.53M 0.55%
+4,962
42
$1.48M 0.53%
5,713
+2,293
43
$1.46M 0.52%
11,024
-945
44
$1.45M 0.52%
15,779
-1,336
45
$1.44M 0.52%
+32,718
46
$1.41M 0.5%
6,411
-86
47
$1.39M 0.5%
+25,420
48
$1.36M 0.49%
+24,400
49
$1.33M 0.48%
+24,228
50
$1.33M 0.48%
2,441
-977
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