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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 0.67%
+42,666
27
$3.61M 0.66%
23,280
-3,715
28
$3.12M 0.57%
1,486
+1,267
29
$3.06M 0.56%
8,507
-2,480
30
$2.88M 0.53%
27,893
+12,270
31
$2.84M 0.52%
105,273
+954
32
$2.67M 0.49%
22,173
-1,089
33
$2.6M 0.48%
42,422
+280
34
$2.54M 0.47%
119,064
+28,650
35
$2.47M 0.45%
82,521
-21,211
36
$2.44M 0.45%
91,478
-2,284
37
$2.44M 0.45%
5,126
+264
38
$2.35M 0.43%
+41,118
39
$2.29M 0.42%
54,347
+8,663
40
$2.25M 0.41%
14,211
+1,794
41
$2.23M 0.41%
39,956
+11,145
42
$2.22M 0.41%
12,138
+3,670
43
$2.21M 0.41%
64,329
-9,500
44
$2.19M 0.4%
127,008
-9,279
45
$2.11M 0.39%
+14,971
46
$2.11M 0.39%
13,043
-5,814
47
$2.1M 0.39%
5,961
+2,745
48
$2.09M 0.38%
33,797
+928
49
$2.07M 0.38%
14,496
-285
50
$2.03M 0.37%
12,416
+115
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