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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.39M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$3.68M
5
MELI icon
Mercado Libre
MELI
+$2.89M

Top Sells

1
+$4.16M
2
+$3.26M
3
+$2.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M
5
EPD icon
Enterprise Products Partners
EPD
+$1.91M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.61%
124,690
-121,099
27
$1.95M 0.6%
28,108
+17,616
28
$1.89M 0.59%
3,894
-1,997
29
$1.87M 0.58%
101,310
-2,505
30
$1.83M 0.57%
2,407
+89
31
$1.82M 0.56%
66,320
+14,620
32
$1.82M 0.56%
+21,922
33
$1.75M 0.54%
257,995
+112,657
34
$1.67M 0.52%
59,826
+14,310
35
$1.62M 0.5%
17,276
+8,091
36
$1.55M 0.48%
11,477
-4,359
37
$1.5M 0.47%
30,066
-2,652
38
$1.5M 0.46%
7,599
-4,118
39
$1.5M 0.46%
27,183
+1,763
40
$1.49M 0.46%
55,966
-50,003
41
$1.48M 0.46%
6,006
-405
42
$1.45M 0.45%
+51,638
43
$1.4M 0.43%
5,556
-2,732
44
$1.39M 0.43%
8,521
+4,017
45
$1.38M 0.43%
27,728
+20,404
46
$1.34M 0.42%
99,280
+12,400
47
$1.34M 0.42%
24,107
-121
48
$1.34M 0.42%
18,280
-31,140
49
$1.32M 0.41%
9,249
+3,249
50
$1.29M 0.4%
59,972
+8,602
1
2
3 4 5