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
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$11.5M
3
+$10.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.88M
5
TJX icon
TJX Companies
TJX
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.3%
2 Financials 20.69%
3 Communication Services 7.61%
4 Consumer Discretionary 5.37%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.45%
+15,940
52
$759K 0.45%
+6,691
53
$730K 0.44%
+37,827
54
$717K 0.43%
+23,699
55
$682K 0.41%
+15,361
56
$678K 0.41%
+7,239
57
$676K 0.4%
+3,420
58
$664K 0.4%
+16,689
59
$650K 0.39%
+2,151
60
$623K 0.37%
+7,169
61
$620K 0.37%
+5,068
62
$597K 0.36%
+17,373
63
$593K 0.35%
+24,044
64
$572K 0.34%
+1,771
65
$565K 0.34%
+1,892
66
$558K 0.33%
+3,497
67
$550K 0.33%
+14,553
68
$547K 0.33%
+956
69
$540K 0.32%
+16,565
70
$531K 0.32%
+20,338
71
$518K 0.31%
+8,814
72
$516K 0.31%
+5,476
73
$512K 0.31%
+21,254
74
$506K 0.3%
+8,437
75
$505K 0.3%
+864
1 2
3
4 5