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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.36%
8,820
-1,928
52
$1.95M 0.36%
9,432
+7,375
53
$1.86M 0.34%
10,299
+45
54
$1.86M 0.34%
3,281
-9
55
$1.85M 0.34%
61,506
+9,185
56
$1.78M 0.33%
16,170
+263
57
$1.78M 0.33%
19,599
+13,064
58
$1.77M 0.32%
18,941
-4,171
59
$1.73M 0.32%
35,528
-759
60
$1.73M 0.32%
23,592
-24
61
$1.72M 0.32%
30,630
+1,395
62
$1.71M 0.31%
43,872
+22,125
63
$1.71M 0.31%
7,379
+3,949
64
$1.7M 0.31%
6,444
-1,112
65
$1.7M 0.31%
2,003
-451
66
$1.68M 0.31%
9,174
-385
67
$1.67M 0.31%
19,912
+246
68
$1.67M 0.31%
9,162
-1,773
69
$1.64M 0.3%
28,265
+700
70
$1.64M 0.3%
19,459
-676
71
$1.63M 0.3%
25,673
+20,644
72
$1.61M 0.3%
7,711
+1,580
73
$1.59M 0.29%
15,335
-642
74
$1.52M 0.28%
1,658
+2
75
$1.5M 0.28%
9,405
-6,966
1 2
3
4 5