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
$650M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.3M
3
+$10.9M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$10.7M
5
JPM icon
JPMorgan Chase
JPM
+$9.68M

Top Sells

1
+$64.1M
2
+$16.3M
3
+$13.1M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.8M

Sector Composition

1 Technology 36.32%
2 Consumer Discretionary 7.46%
3 Communication Services 7.11%
4 Energy 6.47%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.71M 1.49%
15,987
+15,540
27
$9.26M 1.42%
100,896
-177,341
28
$8.88M 1.37%
21,252
+19,173
29
$8.8M 1.35%
+151,400
30
$8.78M 1.35%
11,521
+10,505
31
$8.53M 1.31%
+13,128
32
$7.19M 1.11%
+50,632
33
$6.58M 1.01%
179,954
+31,867
34
$6.48M 1%
240,993
+36,030
35
$5.34M 0.82%
12,694
-3,049
36
$5.32M 0.82%
29,451
-495
37
$4.89M 0.75%
167,739
-80,938
38
$4.88M 0.75%
26,704
+4,441
39
$4.03M 0.62%
34,654
-49,162
40
$3.93M 0.6%
25,779
-1,646
41
$3.82M 0.59%
21,749
+131
42
$3.07M 0.47%
13,485
+723
43
$3.05M 0.47%
27,712
-1,736
44
$2.97M 0.46%
77,084
-17,938
45
$2.81M 0.43%
30,161
-96
46
$2.65M 0.41%
20,000
-5,040
47
$2.65M 0.41%
16,203
+9,147
48
$2.64M 0.41%
52,686
-18,346
49
$2.53M 0.39%
6,913
-11,854
50
$2.42M 0.37%
40,896
-64,002
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