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
$458M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.7M
3
+$6.67M
4
DVN icon
Devon Energy
DVN
+$5.5M
5
ALL icon
Allstate
ALL
+$4.11M

Top Sells

1
+$3.57M
2
+$3.52M
3
+$3.39M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.33M
5
GL icon
Globe Life
GL
+$3.3M

Sector Composition

1 Technology 33.85%
2 Energy 18.47%
3 Financials 8.69%
4 Consumer Staples 4.41%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 0.71%
72,866
-3,282
27
$3.14M 0.69%
99,825
+75,317
28
$3.1M 0.68%
40,515
+8,922
29
$3M 0.65%
83,820
+53,183
30
$2.91M 0.64%
31,444
+1,686
31
$2.87M 0.63%
11,783
+10,637
32
$2.77M 0.61%
6,452
+5,202
33
$2.69M 0.59%
100,777
-33,692
34
$2.66M 0.58%
+65,004
35
$2.65M 0.58%
+11,393
36
$2.63M 0.57%
+5,496
37
$2.62M 0.57%
+5,433
38
$2.6M 0.57%
18,100
-3,861
39
$2.53M 0.55%
+19,700
40
$2.45M 0.54%
+55,574
41
$2.33M 0.51%
10,398
-3,819
42
$2.25M 0.49%
28,839
-4,327
43
$2.21M 0.48%
26,370
-2,563
44
$2.21M 0.48%
+44,969
45
$2.2M 0.48%
14,339
-9,806
46
$2.11M 0.46%
19,320
-5,740
47
$1.98M 0.43%
82,959
-591
48
$1.91M 0.42%
5,987
-3,284
49
$1.84M 0.4%
14,432
+9,536
50
$1.81M 0.39%
22,054
-19,217
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