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
$675M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.7M
3
+$12.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12M
5
EOG icon
EOG Resources
EOG
+$11.6M

Top Sells

1
+$34.4M
2
+$13.7M
3
+$11.2M
4
KLAC icon
KLA
KLAC
+$10.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.68M

Sector Composition

1 Technology 30.36%
2 Energy 9.52%
3 Consumer Discretionary 8.42%
4 Communication Services 8.27%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.77%
13,278
+3,356
27
$11M 1.62%
175,038
+23,638
28
$10.6M 1.57%
+11,697
29
$9.92M 1.47%
+69,470
30
$8.29M 1.23%
71,987
+37,333
31
$5.85M 0.87%
29,548
+7,799
32
$5.8M 0.86%
104,504
-161,373
33
$4.92M 0.73%
30,307
+856
34
$4.42M 0.66%
5,203
+3,993
35
$4.38M 0.65%
25,868
-24,764
36
$3.93M 0.58%
16,975
+3,490
37
$3.83M 0.57%
22,095
+10,156
38
$3.81M 0.56%
19,840
+13,263
39
$3.53M 0.52%
4,283
-12,494
40
$3.45M 0.51%
19,537
+12,076
41
$3.38M 0.5%
8,319
-4,375
42
$3.38M 0.5%
10,995
-24,156
43
$3.13M 0.46%
11,911
-34,265
44
$2.99M 0.44%
27,494
-218
45
$2.85M 0.42%
15,544
-10,235
46
$2.8M 0.41%
19,803
+3,600
47
$2.76M 0.41%
72,795
-4,289
48
$2.75M 0.41%
27,707
-2,454
49
$2.41M 0.36%
9,374
+3,789
50
$2.34M 0.35%
+14,532
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