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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.39M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$3.68M
5
MELI icon
Mercado Libre
MELI
+$2.89M

Top Sells

1
+$4.16M
2
+$3.26M
3
+$2.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M
5
EPD icon
Enterprise Products Partners
EPD
+$1.91M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.39%
21,000
-8,402
52
$1.23M 0.38%
22,964
-2,296
53
$1.22M 0.38%
22,260
+7,432
54
$1.21M 0.37%
3,599
-1,936
55
$1.21M 0.37%
42,458
+4,480
56
$1.2M 0.37%
23,208
-92
57
$1.19M 0.37%
68,544
+5,997
58
$1.18M 0.36%
+18,443
59
$1.15M 0.36%
4,949
-5,246
60
$1.14M 0.35%
11,211
-270
61
$1.13M 0.35%
19,981
-3,383
62
$1.12M 0.35%
8,457
-4,356
63
$1.11M 0.35%
17,816
-320
64
$1.11M 0.34%
12,048
+5,802
65
$1.07M 0.33%
10,328
+3,515
66
$1.06M 0.33%
5,652
-581
67
$1.03M 0.32%
20,040
-2,340
68
$1.03M 0.32%
+7,480
69
$1M 0.31%
2,816
-374
70
$997K 0.31%
27,507
-31,984
71
$981K 0.3%
+7,062
72
$962K 0.3%
10,440
-5,339
73
$958K 0.3%
35,744
-9,943
74
$949K 0.29%
+11,352
75
$944K 0.29%
10,706
+1,569
1 2
3
4 5