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
$458M
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.7M
3
+$6.67M
4
DVN icon
Devon Energy
DVN
+$5.5M
5
ALL icon
Allstate
ALL
+$4.11M

Top Sells

1
+$3.57M
2
+$3.52M
3
+$3.39M
4
ORLY icon
O'Reilly Automotive
ORLY
+$3.33M
5
GL icon
Globe Life
GL
+$3.3M

Sector Composition

1 Technology 33.85%
2 Energy 18.47%
3 Financials 8.69%
4 Consumer Staples 4.41%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.39%
+10,520
52
$1.74M 0.38%
24,838
-26,882
53
$1.74M 0.38%
26,802
+15,999
54
$1.74M 0.38%
+6,789
55
$1.73M 0.38%
+7,029
56
$1.72M 0.38%
14,405
-4,524
57
$1.7M 0.37%
39,742
-30,513
58
$1.65M 0.36%
+18,002
59
$1.58M 0.34%
+9,369
60
$1.55M 0.34%
37,021
-51,841
61
$1.53M 0.33%
41,518
+8,043
62
$1.49M 0.33%
13,330
+3,768
63
$1.41M 0.31%
14,968
-9,989
64
$1.4M 0.31%
47,084
-61,164
65
$1.34M 0.29%
56,100
+2,300
66
$1.34M 0.29%
15,988
+3,843
67
$1.33M 0.29%
34,915
-1,652
68
$1.31M 0.29%
24,465
+19,767
69
$1.3M 0.28%
36,017
-1,104
70
$1.28M 0.28%
+4,553
71
$1.22M 0.27%
20,020
+15,745
72
$1.2M 0.26%
17,112
-93
73
$1.16M 0.25%
17,617
+10,854
74
$1.14M 0.25%
31,381
+24,595
75
$1.12M 0.25%
3,235
-246
1 2
3
4 5