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
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$31.2M
3
+$19.9M
4
PWR icon
Quanta Services
PWR
+$16.3M
5
GS icon
Goldman Sachs
GS
+$16.2M

Top Sells

1
+$21.6M
2
+$20.6M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
ANET icon
Arista Networks
ANET
+$18.2M

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
AMD icon
26
Advanced Micro Devices
AMD
$378B
$6.72M 0.78%
47,390
-7,153
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.06T
$6.59M 0.76%
37,372
-14,800
ORCL icon
28
Oracle
ORCL
$830B
$6.22M 0.72%
28,460
-2,374
CRWD icon
29
CrowdStrike
CRWD
$122B
$5.6M 0.65%
10,995
-1,284
HOOD icon
30
Robinhood
HOOD
$115B
$5.05M 0.58%
53,906
+31,942
AXP icon
31
American Express
AXP
$239B
$4.6M 0.53%
14,417
+489
FANG icon
32
Diamondback Energy
FANG
$40.3B
$4.57M 0.53%
33,286
-1,558
AXON icon
33
Axon Enterprise
AXON
$52.7B
$4.49M 0.52%
5,418
-1,239
SPYI icon
34
NEOS S&P 500 High Income ETF
SPYI
$5.34B
$4.44M 0.51%
+88,212
PANW icon
35
Palo Alto Networks
PANW
$141B
$4.33M 0.5%
21,161
+142
TSM icon
36
TSMC
TSM
$1.53T
$4.22M 0.49%
18,640
+3,804
COWZ icon
37
Pacer US Cash Cows 100 ETF
COWZ
$19B
$4.16M 0.48%
75,582
-392,082
EMR icon
38
Emerson Electric
EMR
$72.8B
$4.02M 0.47%
30,118
-14,344
PLTR icon
39
Palantir
PLTR
$423B
$3.86M 0.45%
28,332
-2,024
PYPL icon
40
PayPal
PYPL
$64.4B
$3.77M 0.44%
50,684
+5,776
SPGI icon
41
S&P Global
SPGI
$144B
$3.7M 0.43%
7,007
-163
ABT icon
42
Abbott
ABT
$224B
$3.56M 0.41%
26,139
+399
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.53M 0.41%
7,262
-32,456
UBER icon
44
Uber
UBER
$192B
$3.13M 0.36%
33,568
-180,820
VLO icon
45
Valero Energy
VLO
$49B
$3.12M 0.36%
23,178
+154
GOOG icon
46
Alphabet (Google) Class C
GOOG
$3.07T
$3.1M 0.36%
17,469
-1,399
CAT icon
47
Caterpillar
CAT
$247B
$3.02M 0.35%
7,781
-4,042
QCOM icon
48
Qualcomm
QCOM
$176B
$2.98M 0.35%
18,709
+535
SFY icon
49
SoFi Select 500 ETF
SFY
$568M
$2.9M 0.34%
24,526
-474
KLAC icon
50
KLA
KLAC
$146B
$2.78M 0.32%
3,103
+2,130
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