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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Limited
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.65%
103,913
-58,006
27
$2.74M 0.64%
59,000
-9,480
28
$2.7M 0.63%
24,987
-1,710
29
$2.64M 0.62%
7,256
-73
30
$2.54M 0.6%
17,145
+11,337
31
$2.53M 0.59%
104,250
+1,536
32
$2.46M 0.58%
11,156
-634
33
$2.44M 0.57%
208,801
-19,667
34
$2.4M 0.56%
+32,605
35
$2.38M 0.56%
31,475
+1,925
36
$2.08M 0.49%
6,098
-473
37
$2.06M 0.48%
10,182
-2,141
38
$2.06M 0.48%
5,196
-1,203
39
$1.99M 0.47%
3,981
-121
40
$1.97M 0.46%
29,285
+10,743
41
$1.89M 0.44%
72,109
+9,632
42
$1.78M 0.42%
27,624
-3,628
43
$1.75M 0.41%
19,727
-1,510
44
$1.72M 0.4%
128,960
+13,480
45
$1.69M 0.4%
2,490
-304
46
$1.68M 0.39%
+10,586
47
$1.67M 0.39%
16,200
-2,580
48
$1.6M 0.38%
+688
49
$1.59M 0.37%
40,780
-25,956
50
$1.58M 0.37%
27,903
-2,308
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