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
$421M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.15M
3
+$4.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.25M
5
AAPL icon
Apple
AAPL
+$3.14M

Top Sells

1
+$2.12M
2
+$2.12M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.01M
5
CCL icon
Carnival Corp
CCL
+$948K

Sector Composition

1 Technology 31.82%
2 Communication Services 16.33%
3 Consumer Discretionary 9.79%
4 Financials 8.75%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.6%
7,329
-73
27
$2.48M 0.59%
11,371
+2,850
28
$2.44M 0.58%
228,468
-29,527
29
$2.39M 0.57%
6,399
+153
30
$2.28M 0.54%
29,550
+1,442
31
$2.26M 0.54%
4,102
+208
32
$2.22M 0.53%
6,571
+565
33
$2.2M 0.52%
102,714
+1,404
34
$2.09M 0.5%
10,722
+3,660
35
$2.07M 0.49%
13,500
+3,000
36
$2M 0.47%
2,794
+387
37
$1.98M 0.47%
21,237
+2,794
38
$1.9M 0.45%
34,890
+4,824
39
$1.72M 0.41%
31,252
+3,524
40
$1.71M 0.41%
+9,908
41
$1.7M 0.4%
62,477
+2,651
42
$1.7M 0.4%
6,793
-1,031
43
$1.66M 0.39%
11,999
+522
44
$1.65M 0.39%
18,780
+500
45
$1.64M 0.39%
49,422
-6,544
46
$1.62M 0.39%
18,542
+1,266
47
$1.62M 0.38%
19,442
-2,480
48
$1.59M 0.38%
12,763
+715
49
$1.56M 0.37%
28,527
+1,344
50
$1.51M 0.36%
115,480
+16,200
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