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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 0.64%
8,265
-107
27
$3.08M 0.61%
103,732
+738
28
$2.97M 0.59%
22,220
+420
29
$2.81M 0.56%
58,304
+49,662
30
$2.78M 0.55%
10,791
+415
31
$2.6M 0.51%
23,262
-651
32
$2.58M 0.51%
104,319
-1,416
33
$2.55M 0.5%
10,748
-48
34
$2.49M 0.49%
93,762
-8,961
35
$2.45M 0.48%
42,142
+9,168
36
$2.44M 0.48%
50,310
+4,890
37
$2.41M 0.48%
7,556
+391
38
$2.37M 0.47%
73,829
+2,254
39
$2.33M 0.46%
77,393
+69,298
40
$2.28M 0.45%
136,287
-21,386
41
$2.13M 0.42%
16,371
-3,003
42
$2.09M 0.41%
4,862
-9
43
$2.06M 0.41%
+12,301
44
$2.03M 0.4%
12,417
+2,705
45
$1.99M 0.39%
32,869
-185
46
$1.98M 0.39%
77,446
+5,644
47
$1.98M 0.39%
+90,414
48
$1.94M 0.38%
2,454
-60
49
$1.93M 0.38%
26,411
-43,523
50
$1.89M 0.37%
45,684
+17,385
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2
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