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
$541M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$7.82M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$7.3M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.67M

Top Sells

1
+$10.5M
2
+$9.43M
3
+$7.52M
4
AVGO icon
Broadcom
AVGO
+$5.63M
5
PXD
Pioneer Natural Resource Co.
PXD
+$5.53M

Sector Composition

1 Technology 34.53%
2 Energy 16.9%
3 Financials 4.25%
4 Communication Services 4.18%
5 Consumer Discretionary 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.96%
+24,607
27
$5.08M 0.94%
+36,414
28
$4.9M 0.91%
21,459
+20,348
29
$4.8M 0.89%
18,788
+17,998
30
$4.76M 0.88%
11,927
+7,832
31
$4.66M 0.86%
20,665
-2,044
32
$4.61M 0.85%
+48,835
33
$4.42M 0.82%
181,359
+94,713
34
$4.19M 0.78%
+27,142
35
$4.11M 0.76%
+68,223
36
$3.73M 0.69%
35,913
+1,836
37
$3.27M 0.6%
113,605
+26,012
38
$3.21M 0.59%
+54,832
39
$2.84M 0.53%
17,413
-20,978
40
$2.74M 0.51%
13,399
-27,061
41
$2.68M 0.5%
31,232
-393
42
$2.67M 0.49%
43,872
-1,359
43
$2.45M 0.45%
18,935
-58,057
44
$2.43M 0.45%
103,798
+74,846
45
$2.26M 0.42%
31,282
+164
46
$2.01M 0.37%
4,245
-5,182
47
$1.94M 0.36%
16,918
-23,667
48
$1.87M 0.35%
5,273
-14,707
49
$1.84M 0.34%
12,397
+949
50
$1.82M 0.34%
39,529
+29,534
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