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
$615M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.77M
3
+$6.74M
4
AMZN icon
Amazon
AMZN
+$6.12M
5
ON icon
ON Semiconductor
ON
+$6.03M

Top Sells

1
+$6.92M
2
+$5.45M
3
+$4.61M
4
JCI icon
Johnson Controls International
JCI
+$4.4M
5
NUE icon
Nucor
NUE
+$4.06M

Sector Composition

1 Technology 37.55%
2 Energy 12.7%
3 Financials 4.33%
4 Consumer Discretionary 4.17%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.34%
9,404
+2,635
52
$2.05M 0.33%
7,159
+2,098
53
$1.94M 0.32%
+53,317
54
$1.88M 0.31%
4,622
-2
55
$1.86M 0.3%
12,261
-136
56
$1.84M 0.3%
21,648
-9,584
57
$1.79M 0.29%
83,545
+38,793
58
$1.78M 0.29%
+23,551
59
$1.75M 0.28%
26,658
+4,056
60
$1.73M 0.28%
3,894
-73
61
$1.72M 0.28%
+19,618
62
$1.7M 0.28%
10,047
+615
63
$1.68M 0.27%
19,655
+1,595
64
$1.61M 0.26%
16,536
-2,151
65
$1.59M 0.26%
13,645
+2,308
66
$1.58M 0.26%
13,729
-325
67
$1.54M 0.25%
13,194
+9,061
68
$1.53M 0.25%
3,455
+13
69
$1.46M 0.24%
28,990
+8,794
70
$1.37M 0.22%
14,374
+326
71
$1.34M 0.22%
3,010
-265
72
$1.34M 0.22%
+10,615
73
$1.22M 0.2%
18,230
-1,492
74
$1.21M 0.2%
18,112
+1,248
75
$1.19M 0.19%
23,760
-108,771
1 2
3
4 5