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
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.3%
+56,200
52
$1.41M 0.3%
+13,404
53
$1.4M 0.3%
61,629
-21,330
54
$1.38M 0.3%
35,072
+157
55
$1.32M 0.29%
43,611
-56,214
56
$1.32M 0.28%
4,014
+779
57
$1.32M 0.28%
15,301
-1,811
58
$1.29M 0.28%
16,289
-10,081
59
$1.24M 0.27%
13,574
-4,428
60
$1.23M 0.27%
41,333
-5,751
61
$1.22M 0.26%
34,024
+19,561
62
$1.2M 0.26%
18,020
-6,818
63
$1.19M 0.26%
29,722
-10,020
64
$1.16M 0.25%
14,000
-22,622
65
$1.09M 0.24%
9,666
-4,766
66
$1.09M 0.23%
37,913
-62,864
67
$1.06M 0.23%
2,973
+590
68
$1.05M 0.23%
10,027
+6,882
69
$1.01M 0.22%
5,868
-4,652
70
$987K 0.21%
6,829
-2,540
71
$984K 0.21%
4,583
-2,206
72
$983K 0.21%
18,315
-1,705
73
$979K 0.21%
20,606
-3,859
74
$951K 0.21%
+18,790
75
$933K 0.2%
+18,265
1 2
3
4 5