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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.47M
3
+$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.32%
70,566
+58,763
27
$8.88M 1.15%
34,079
-9,926
28
$8.45M 1.1%
140,032
+133,055
29
$7.72M 1%
71,757
-100
30
$6.88M 0.89%
20,104
-36,327
31
$6.62M 0.86%
+331,577
32
$5.41M 0.7%
18,213
+482
33
$5.32M 0.69%
29,211
+309
34
$5.04M 0.65%
41,691
+4,138
35
$5.03M 0.65%
13,868
-26,478
36
$4.71M 0.61%
7,920
-2,752
37
$4.14M 0.54%
73,438
+8,376
38
$4.07M 0.53%
13,532
+401
39
$3.6M 0.47%
7,235
+1,269
40
$3.23M 0.42%
15,658
+21
41
$3.19M 0.41%
16,746
+1,042
42
$3.18M 0.41%
25,646
-4,295
43
$2.99M 0.39%
33,077
+4,005
44
$2.99M 0.39%
6,589
-1,353
45
$2.96M 0.38%
+9,370
46
$2.9M 0.38%
+36,764
47
$2.88M 0.37%
26,475
-149
48
$2.84M 0.37%
+36,984
49
$2.82M 0.37%
23,029
+42
50
$2.71M 0.35%
57,904
-275,221
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