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
$536M
AUM Growth
-$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.45M
3
+$5.66M
4
CF icon
CF Industries
CF
+$4.88M
5
XOM icon
Exxon Mobil
XOM
+$4.48M

Top Sells

1
+$8.22M
2
+$6.32M
3
+$5.62M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.75M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.93M

Sector Composition

1 Technology 36.92%
2 Energy 16.32%
3 Financials 9.36%
4 Consumer Discretionary 6.4%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.44%
+57,036
52
$2.34M 0.44%
17,089
-6,191
53
$2.28M 0.42%
92,520
-334,145
54
$2.24M 0.42%
8,800
+5,708
55
$2.17M 0.4%
7,927
+3,435
56
$2.08M 0.39%
83,550
-7,928
57
$2.03M 0.38%
32,170
-42,220
58
$1.99M 0.37%
17,205
-3,544
59
$1.98M 0.37%
47,093
-76,654
60
$1.92M 0.36%
21,775
+2,176
61
$1.83M 0.34%
15,277
-27,379
62
$1.71M 0.32%
6,843
-2,319
63
$1.64M 0.31%
8,427
+716
64
$1.55M 0.29%
+6,417
65
$1.5M 0.28%
+37,121
66
$1.5M 0.28%
+36,567
67
$1.45M 0.27%
14,504
-1,666
68
$1.45M 0.27%
3,481
-4,942
69
$1.43M 0.27%
9,078
-1,221
70
$1.42M 0.27%
21,960
-1,632
71
$1.41M 0.26%
6,592
+1,799
72
$1.41M 0.26%
30,773
+13,017
73
$1.4M 0.26%
33,475
+9,768
74
$1.4M 0.26%
+16,530
75
$1.38M 0.26%
3,046
-2,080
1 2
3
4 5