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
$536M
AUM Growth
-$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.45M
3
+$5.66M
4
CF icon
CF Industries
CF
+$4.88M
5
XOM icon
Exxon Mobil
XOM
+$4.48M

Top Sells

1
+$8.22M
2
+$6.32M
3
+$5.62M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.93M

Sector Composition

1 Technology 36.92%
2 Energy 16.32%
3 Financials 9.36%
4 Consumer Discretionary 6.4%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 0.66%
43,970
+26,367
27
$3.5M 0.65%
25,060
+16,160
28
$3.47M 0.65%
51,720
+36,490
29
$3.45M 0.64%
+31,593
30
$3.39M 0.63%
9,271
+6,662
31
$3.39M 0.63%
+15,224
32
$3.38M 0.63%
+57,633
33
$3.36M 0.63%
+21,961
34
$3.33M 0.62%
+72,990
35
$3.3M 0.62%
+32,794
36
$3.27M 0.61%
2,753
-2,853
37
$3.27M 0.61%
27,563
+19,990
38
$3.24M 0.6%
+15,789
39
$3.22M 0.6%
60,501
+40,929
40
$3.19M 0.59%
+79,760
41
$3.1M 0.58%
24,957
+18,131
42
$3.08M 0.57%
14,894
+10,004
43
$3.08M 0.57%
108,248
+46,742
44
$3.01M 0.56%
29,758
+1,865
45
$3M 0.56%
31,967
+19,475
46
$2.93M 0.55%
28,933
+19,569
47
$2.8M 0.52%
33,166
-9,256
48
$2.76M 0.52%
32,785
+13,326
49
$2.55M 0.47%
18,929
+11,618
50
$2.39M 0.44%
35,300
-24,780
1
2
3 4 5