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
$583M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.55M
3
+$5.31M
4
V icon
Visa
V
+$4.9M
5
ORCL icon
Oracle
ORCL
+$4.72M

Top Sells

1
+$12.5M
2
+$8.46M
3
+$6.67M
4
NOW icon
ServiceNow
NOW
+$6.08M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.87M

Sector Composition

1 Technology 44.12%
2 Energy 11.4%
3 Communication Services 4.89%
4 Consumer Discretionary 4.78%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 0.92%
21,618
-3,043
27
$5.31M 0.91%
+5,245
28
$5.2M 0.89%
204,963
+753
29
$4.92M 0.84%
148,087
+3,174
30
$4.8M 0.82%
33,263
+709
31
$4.72M 0.81%
+44,815
32
$4.41M 0.76%
29,946
-38,458
33
$3.87M 0.66%
27,425
-9,838
34
$3.79M 0.65%
45,395
-13,758
35
$3.75M 0.64%
22,263
+118
36
$3.41M 0.59%
95,022
-17,849
37
$3.22M 0.55%
71,032
-186,758
38
$3.05M 0.52%
42,418
+182
39
$3M 0.52%
29,448
-6,688
40
$2.8M 0.48%
25,040
+200
41
$2.56M 0.44%
30,257
-636
42
$2.39M 0.41%
12,762
-27,940
43
$2.01M 0.34%
13,699
-3,770
44
$1.79M 0.31%
12,025
-1,477
45
$1.78M 0.31%
4,083
-703
46
$1.75M 0.3%
34,928
+6,245
47
$1.69M 0.29%
7,524
-3,554
48
$1.69M 0.29%
3,554
-1,628
49
$1.6M 0.28%
17,050
-2,416
50
$1.43M 0.25%
17,085
+4,937
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2
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