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
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.53M
3
+$5.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
KLAC icon
KLA
KLAC
+$3.57M

Top Sells

1
+$6.39M
2
+$5.87M
3
+$5.23M
4
HUM icon
Humana
HUM
+$4.75M
5
OXY icon
Occidental Petroleum
OXY
+$4.48M

Sector Composition

1 Technology 38.09%
2 Energy 13.58%
3 Consumer Discretionary 4.25%
4 Financials 3.92%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.34%
23,996
+19,793
52
$1.97M 0.32%
30,371
-69,100
53
$1.88M 0.31%
4,786
+164
54
$1.86M 0.3%
20,338
+720
55
$1.83M 0.3%
31,241
+7,690
56
$1.8M 0.29%
19,466
+2,930
57
$1.78M 0.29%
4,957
-2,272
58
$1.76M 0.29%
14,667
+293
59
$1.73M 0.28%
27,120
+462
60
$1.69M 0.28%
10,686
+639
61
$1.61M 0.26%
20,477
+822
62
$1.6M 0.26%
+23,934
63
$1.51M 0.25%
+20,394
64
$1.51M 0.25%
14,227
+582
65
$1.5M 0.24%
+7,396
66
$1.49M 0.24%
87,245
+3,700
67
$1.44M 0.24%
28,683
-307
68
$1.37M 0.22%
2,823
-9,759
69
$1.34M 0.22%
23,293
+5,181
70
$1.3M 0.21%
3,029
+19
71
$1.23M 0.2%
8,228
+22
72
$1.21M 0.2%
+51,182
73
$1.21M 0.2%
+5,921
74
$1.19M 0.19%
11,593
+9,290
75
$1.17M 0.19%
19,956
+1,726
1 2
3
4 5