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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Limited
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.36%
18,843
-599
52
$1.53M 0.36%
22,559
-2,535
53
$1.49M 0.35%
12,436
-327
54
$1.45M 0.34%
27,497
-1,030
55
$1.45M 0.34%
5,202
-1,591
56
$1.43M 0.33%
+2,914
57
$1.41M 0.33%
39,383
-10,039
58
$1.35M 0.32%
+27,773
59
$1.35M 0.32%
+7,053
60
$1.34M 0.31%
4,107
-123
61
$1.33M 0.31%
47,077
+30,101
62
$1.32M 0.31%
8,949
+2,541
63
$1.31M 0.31%
44,282
+616
64
$1.3M 0.31%
5,095
+1,108
65
$1.3M 0.31%
19,965
-3,755
66
$1.28M 0.3%
11,563
-139
67
$1.27M 0.3%
8,316
-530
68
$1.27M 0.3%
21,858
+1,208
69
$1.24M 0.29%
5,866
-715
70
$1.22M 0.29%
52,286
+38,955
71
$1.19M 0.28%
21,734
-2,562
72
$1.18M 0.28%
31,871
-4,311
73
$1.18M 0.28%
+87,910
74
$1.17M 0.27%
15,584
-3,496
75
$1.17M 0.27%
13,750
+178
1 2
3
4 5