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
$494M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.52M
3
+$6.51M
4
FCX icon
Freeport-McMoran
FCX
+$6.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$6M

Top Sells

1
+$5M
2
+$4.53M
3
+$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
ALL icon
Allstate
ALL
+$4.16M

Sector Composition

1 Technology 28.96%
2 Energy 19.63%
3 Financials 5.97%
4 Consumer Discretionary 4.9%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.31%
4,095
-8,579
52
$1.54M 0.31%
23,832
-30,368
53
$1.52M 0.31%
16,634
+5,747
54
$1.47M 0.3%
4,191
+177
55
$1.47M 0.3%
14,507
+507
56
$1.45M 0.29%
28,938
+11,429
57
$1.43M 0.29%
25,285
+6,495
58
$1.43M 0.29%
28,090
-81,428
59
$1.37M 0.28%
+10,585
60
$1.36M 0.27%
25,465
+7,200
61
$1.34M 0.27%
9,073
-23,355
62
$1.32M 0.27%
3,430
+1,473
63
$1.32M 0.27%
12,662
+3,968
64
$1.32M 0.27%
+13,702
65
$1.31M 0.26%
27,479
-2,243
66
$1.3M 0.26%
9,621
-30,686
67
$1.18M 0.24%
34,562
-9,049
68
$1.18M 0.24%
3,865
-354
69
$1.16M 0.23%
36,502
-1,411
70
$1.15M 0.23%
5,445
+862
71
$1.15M 0.23%
16,166
+865
72
$1.15M 0.23%
10,467
+801
73
$1.13M 0.23%
9,780
+4,917
74
$1.09M 0.22%
23,424
+11,730
75
$1.02M 0.21%
15,496
-2,524
1 2
3
4 5