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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.38%
71,802
+37,250
52
$1.75M 0.36%
66,546
-37,367
53
$1.62M 0.33%
17,552
-2,175
54
$1.62M 0.33%
+16,769
55
$1.62M 0.33%
+19,308
56
$1.53M 0.31%
22,758
+3,786
57
$1.52M 0.31%
36,825
-2,558
58
$1.51M 0.31%
9,712
+6,763
59
$1.48M 0.3%
13,665
+4,747
60
$1.48M 0.3%
20,263
+298
61
$1.47M 0.3%
9,738
+1,728
62
$1.47M 0.3%
14,414
+1,772
63
$1.46M 0.3%
18,772
+3,188
64
$1.46M 0.3%
49,532
+34,474
65
$1.43M 0.29%
26,583
-914
66
$1.4M 0.29%
23,056
+1,198
67
$1.39M 0.28%
23,285
-6,000
68
$1.35M 0.27%
44,264
-18
69
$1.33M 0.27%
1,515
+50
70
$1.32M 0.27%
8,187
-129
71
$1.32M 0.27%
2,866
-1,241
72
$1.31M 0.27%
11,835
+2,324
73
$1.3M 0.27%
9,530
-7,615
74
$1.3M 0.27%
5,907
+3,331
75
$1.29M 0.26%
22,961
+1,227
1 2
3
4 5