TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 29.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$31.1M
3
+$18.6M
4
PGR icon
Progressive
PGR
+$14.5M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$14.3M

Top Sells

1
+$20.8M
2
+$19.1M
3
+$18.3M
4
TSLA icon
Tesla
TSLA
+$17.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$17.1M

Sector Composition

1 Technology 20.07%
2 Financials 10.77%
3 Industrials 7.73%
4 Communication Services 7.52%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.72M 0.83%
47,390
-7,153
27
$6.59M 0.81%
37,372
-14,800
28
$6.22M 0.76%
28,460
-2,374
29
$5.6M 0.69%
10,995
-1,284
30
$5.05M 0.62%
53,906
+31,942
31
$4.6M 0.56%
14,417
+489
32
$4.57M 0.56%
33,286
-1,558
33
$4.49M 0.55%
5,418
-1,239
34
$4.44M 0.54%
+88,212
35
$4.33M 0.53%
21,161
+142
36
$4.22M 0.52%
18,640
+3,804
37
$4.16M 0.51%
75,582
-392,082
38
$4.02M 0.49%
30,118
-14,344
39
$3.86M 0.47%
28,332
-2,024
40
$3.77M 0.46%
50,684
+5,776
41
$3.7M 0.45%
7,007
-163
42
$3.56M 0.44%
26,139
+399
43
$3.53M 0.43%
7,262
-32,456
44
$3.13M 0.38%
33,568
-180,820
45
$3.12M 0.38%
23,178
+154
46
$3.1M 0.38%
17,469
-1,399
47
$3.02M 0.37%
7,781
-4,042
48
$2.98M 0.37%
18,709
+535
49
$2.9M 0.36%
24,526
-474
50
$2.78M 0.34%
3,103
+2,130
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