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
$494M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.52M
3
+$6.51M
4
FCX icon
Freeport-McMoran
FCX
+$6.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$6M

Top Sells

1
+$5M
2
+$4.53M
3
+$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
ALL icon
Allstate
ALL
+$4.16M

Sector Composition

1 Technology 28.96%
2 Energy 19.63%
3 Financials 5.97%
4 Consumer Discretionary 4.9%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.78%
21,558
+19,509
27
$3.52M 0.71%
+41,930
28
$3.09M 0.62%
8,092
+5,119
29
$3.02M 0.61%
34,077
+9,748
30
$3.01M 0.61%
206,030
-11,530
31
$2.95M 0.59%
65,597
-1,011
32
$2.94M 0.59%
31,625
+410
33
$2.92M 0.59%
+70,738
34
$2.64M 0.53%
39,066
+12,444
35
$2.4M 0.48%
61,818
+5,955
36
$2.37M 0.48%
87,593
+31,393
37
$2.18M 0.44%
86,646
+19,737
38
$2.09M 0.42%
18,346
+3,620
39
$2.07M 0.42%
31,118
+2,071
40
$2.03M 0.41%
45,231
-18,573
41
$2.02M 0.41%
40,092
-15,487
42
$1.9M 0.38%
+37,770
43
$1.87M 0.38%
11,543
-1,578
44
$1.85M 0.37%
+39,927
45
$1.74M 0.35%
11,448
-1,933
46
$1.71M 0.34%
12,578
-1,527
47
$1.63M 0.33%
35,044
-28
48
$1.62M 0.33%
17,674
+4,100
49
$1.61M 0.32%
6,115
+4,523
50
$1.57M 0.32%
12,746
-13,215
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