TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
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
26
$6.72M 0.78%
47,390
-7,153
27
$6.59M 0.76%
37,372
-14,800
28
$6.22M 0.72%
28,460
-2,374
29
$5.6M 0.65%
10,995
-1,284
30
$5.05M 0.58%
53,906
+31,942
31
$4.6M 0.53%
14,417
+489
32
$4.57M 0.53%
33,286
-1,558
33
$4.49M 0.52%
5,418
-1,239
34
$4.44M 0.51%
+88,212
35
$4.33M 0.5%
21,161
+142
36
$4.22M 0.49%
18,640
+3,804
37
$4.16M 0.48%
75,582
-392,082
38
$4.02M 0.47%
30,118
-14,344
39
$3.86M 0.45%
28,332
-2,024
40
$3.77M 0.44%
50,684
+5,776
41
$3.7M 0.43%
7,007
-163
42
$3.56M 0.41%
26,139
+399
43
$3.53M 0.41%
7,262
-32,456
44
$3.13M 0.36%
33,568
-180,820
45
$3.12M 0.36%
23,178
+154
46
$3.1M 0.36%
17,469
-1,399
47
$3.02M 0.35%
7,781
-4,042
48
$2.98M 0.35%
18,709
+535
49
$2.9M 0.34%
24,526
-474
50
$2.78M 0.32%
3,103
+2,130
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2
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