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
$615M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.77M
3
+$6.74M
4
AMZN icon
Amazon
AMZN
+$6.12M
5
ON icon
ON Semiconductor
ON
+$6.03M

Top Sells

1
+$6.92M
2
+$5.45M
3
+$4.61M
4
JCI icon
Johnson Controls International
JCI
+$4.4M
5
NUE icon
Nucor
NUE
+$4.06M

Sector Composition

1 Technology 37.55%
2 Energy 12.7%
3 Financials 4.33%
4 Consumer Discretionary 4.17%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 0.95%
99,471
+15,173
27
$5.63M 0.91%
12,582
+1,631
28
$5.3M 0.86%
+15,063
29
$5.27M 0.86%
44,923
+8,509
30
$4.83M 0.79%
42,408
-32,410
31
$4.79M 0.78%
79,487
+57,910
32
$4.72M 0.77%
19,879
-786
33
$4.54M 0.74%
187,566
+6,207
34
$4.43M 0.72%
36,638
+725
35
$4.17M 0.68%
+38,869
36
$4.05M 0.66%
+29,795
37
$3.65M 0.59%
+24,013
38
$3.56M 0.58%
+84,558
39
$3.32M 0.54%
42,953
-919
40
$3.06M 0.5%
+23,094
41
$2.87M 0.47%
92,571
-21,034
42
$2.67M 0.43%
7,229
+3,035
43
$2.67M 0.43%
+55,178
44
$2.58M 0.42%
45,638
+33,601
45
$2.44M 0.4%
31,106
-176
46
$2.32M 0.38%
+4,120
47
$2.3M 0.37%
11,081
-2,318
48
$2.24M 0.36%
4,623
-7,304
49
$2.2M 0.36%
13,974
-3,439
50
$2.12M 0.35%
24,490
-1,400
1
2
3 4 5