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
$161M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$4.22M
3 +$4.01M
4
DIS icon
Walt Disney
DIS
+$2.55M
5
SHOP icon
Shopify
SHOP
+$2.32M

Top Sells

1 +$3.11M
2 +$2.57M
3 +$1.62M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.59M
5
BLK icon
Blackrock
BLK
+$910K

Sector Composition

1 Technology 33.1%
2 Financials 17.04%
3 Communication Services 12.49%
4 Consumer Discretionary 6.44%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$652K 0.4%
24,242
-6,755
52
$598K 0.37%
23,650
-12,646
53
$597K 0.37%
+6,270
54
$581K 0.36%
6,497
-18,157
55
$576K 0.36%
+6,016
56
$553K 0.34%
23,238
-28,347
57
$550K 0.34%
3,686
-1,114
58
$541K 0.34%
2,092
+321
59
$538K 0.33%
55,590
-12,763
60
$537K 0.33%
24,368
-2,046
61
$530K 0.33%
4,469
-599
62
$524K 0.32%
3,171
-249
63
$522K 0.32%
+2,686
64
$475K 0.29%
11,559
-2,378
65
$475K 0.29%
3,345
-1,916
66
$454K 0.28%
+6,185
67
$449K 0.28%
17,145
-228
68
$444K 0.28%
+67,360
69
$439K 0.27%
+2,168
70
$437K 0.27%
2,343
+889
71
$428K 0.27%
+8,958
72
$425K 0.26%
3,242
-2,906
73
$424K 0.26%
867
-89
74
$408K 0.25%
2,837
+914
75
$401K 0.25%
+6,750