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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.37%
14,781
-4,228
52
$1.85M 0.37%
69,247
+19,715
53
$1.82M 0.36%
10,935
-2,048
54
$1.81M 0.36%
23,112
-4,065
55
$1.79M 0.35%
26,980
+376
56
$1.73M 0.34%
15,664
-160
57
$1.66M 0.33%
15,907
+1,493
58
$1.63M 0.32%
29,235
+6,274
59
$1.59M 0.31%
9,559
+1,372
60
$1.59M 0.31%
23,616
+858
61
$1.57M 0.31%
36,287
-538
62
$1.52M 0.3%
10,254
+516
63
$1.52M 0.3%
19,666
+894
64
$1.51M 0.3%
13,942
+277
65
$1.49M 0.29%
52,321
+22,587
66
$1.48M 0.29%
3,290
+401
67
$1.47M 0.29%
15,977
+3,628
68
$1.47M 0.29%
20,135
-128
69
$1.45M 0.29%
28,811
+7,359
70
$1.41M 0.28%
+27,565
71
$1.41M 0.28%
26,325
-258
72
$1.39M 0.27%
1,656
+141
73
$1.39M 0.27%
7,076
+1,169
74
$1.37M 0.27%
9,273
-257
75
$1.36M 0.27%
45,059
+8,762
1 2
3
4 5