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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 0.64%
18,704
-12,496
27
$2.9M 0.59%
10,376
+194
28
$2.88M 0.59%
157,673
-51,128
29
$2.87M 0.59%
23,913
-1,788
30
$2.82M 0.58%
7,165
+1,067
31
$2.82M 0.58%
25,026
+39
32
$2.73M 0.56%
102,723
+30,614
33
$2.67M 0.54%
105,735
+1,485
34
$2.66M 0.54%
21,800
+5,600
35
$2.64M 0.54%
10,796
-360
36
$2.53M 0.52%
19,374
-10,473
37
$2.51M 0.51%
125,320
-3,640
38
$2.47M 0.5%
71,575
-13,016
39
$2.17M 0.44%
45,420
-13,580
40
$2.11M 0.43%
12,983
+2,397
41
$2.09M 0.43%
+19,009
42
$2.08M 0.43%
4,871
-325
43
$2.07M 0.42%
22,082
-10,523
44
$2.07M 0.42%
15,824
+3,388
45
$2.02M 0.41%
2,514
+24
46
$1.99M 0.41%
27,177
-4,298
47
$1.98M 0.41%
30,532
+2,908
48
$1.9M 0.39%
33,054
+5,151
49
$1.89M 0.39%
32,974
+5,201
50
$1.84M 0.38%
26,604
+4,045
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