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
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.53M
3
+$5.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
KLAC icon
KLA
KLAC
+$3.57M

Top Sells

1
+$6.39M
2
+$5.87M
3
+$5.23M
4
HUM icon
Humana
HUM
+$4.75M
5
OXY icon
Occidental Petroleum
OXY
+$4.48M

Sector Composition

1 Technology 38.09%
2 Energy 13.58%
3 Consumer Discretionary 4.25%
4 Financials 3.92%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.07M 0.99%
40,702
+2,777
27
$5.74M 0.94%
16,508
+1,445
28
$5.69M 0.93%
12,396
+7,773
29
$5.5M 0.9%
59,153
-4,624
30
$5.38M 0.88%
9,620
+5,500
31
$5.22M 0.85%
+7,540
32
$4.98M 0.81%
32,554
+2,759
33
$4.91M 0.8%
37,263
+625
34
$4.82M 0.79%
204,210
+16,644
35
$4.52M 0.74%
19,671
-208
36
$4.34M 0.71%
144,913
+52,342
37
$3.77M 0.62%
112,871
-156,418
38
$3.76M 0.61%
87,172
+2,614
39
$3.57M 0.58%
36,136
-59,366
40
$3.3M 0.54%
42,236
-717
41
$3.26M 0.53%
22,145
-1,868
42
$2.55M 0.42%
17,469
+5,208
43
$2.54M 0.42%
11,078
-3
44
$2.36M 0.39%
30,893
-213
45
$2.31M 0.38%
15,292
+2,098
46
$2.28M 0.37%
13,502
-472
47
$2.22M 0.36%
5,182
+1,288
48
$2.11M 0.34%
60,336
+7,019
49
$2.06M 0.34%
24,840
+350
50
$2.06M 0.34%
21,125
-523
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2
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