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
$421M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.15M
3
+$4.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.25M
5
AAPL icon
Apple
AAPL
+$3.14M

Top Sells

1
+$2.12M
2
+$2.12M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.01M
5
CCL icon
Carnival Corp
CCL
+$948K

Sector Composition

1 Technology 31.82%
2 Communication Services 16.33%
3 Consumer Discretionary 9.79%
4 Financials 8.75%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.36%
11,874
+663
52
$1.46M 0.35%
6,581
+1,025
53
$1.42M 0.34%
24,426
+4,386
54
$1.41M 0.33%
3,919
-1,030
55
$1.4M 0.33%
4,230
+22
56
$1.4M 0.33%
25,094
+5,113
57
$1.38M 0.33%
+18,095
58
$1.37M 0.33%
+30,211
59
$1.35M 0.32%
8,846
+389
60
$1.34M 0.32%
19,080
+1,264
61
$1.32M 0.31%
6,229
+577
62
$1.3M 0.31%
24,296
+1,088
63
$1.29M 0.31%
+11,702
64
$1.29M 0.31%
43,666
+1,208
65
$1.28M 0.3%
58,756
-1,216
66
$1.26M 0.3%
23,720
-3,787
67
$1.25M 0.3%
+13,412
68
$1.25M 0.3%
21,191
+191
69
$1.23M 0.29%
+8,542
70
$1.22M 0.29%
22,144
-116
71
$1.22M 0.29%
12,572
+1,220
72
$1.22M 0.29%
3,253
-346
73
$1.22M 0.29%
10,488
+160
74
$1.2M 0.29%
60,558
-7,986
75
$1.2M 0.28%
13,572
+2,866
1 2
3
4 5