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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
Shopify
SHOP
+$1.86M

Sector Composition

1 Technology 32.72%
2 Financials 12.77%
3 Communication Services 11.25%
4 Consumer Discretionary 6.84%
5 Real Estate 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.47%
+43,183
52
$1.3M 0.47%
+145,338
53
$1.3M 0.47%
9,942
+2,658
54
$1.27M 0.46%
+45,516
55
$1.25M 0.45%
25,260
+6,463
56
$1.23M 0.44%
+51,700
57
$1.22M 0.44%
+14,868
58
$1.19M 0.43%
45,687
+22,449
59
$1.18M 0.42%
+23,300
60
$1.17M 0.42%
51,370
+27,002
61
$1.14M 0.41%
17,572
+2,101
62
$1.07M 0.38%
+7,828
63
$1.07M 0.38%
37,978
+10,358
64
$1.06M 0.38%
+6,233
65
$1.04M 0.37%
+62,547
66
$1.04M 0.37%
+22,380
67
$1.04M 0.37%
+11,481
68
$1.04M 0.37%
11,595
+3,530
69
$1.03M 0.37%
23,364
+16,305
70
$1.02M 0.36%
+26,355
71
$1.01M 0.36%
27,979
+3,965
72
$1.01M 0.36%
10,781
-8,117
73
$993K 0.36%
+18,136
74
$967K 0.35%
3,190
-470
75
$948K 0.34%
+110,148
1 2
3
4 5