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
$583M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.55M
3
+$5.31M
4
V icon
Visa
V
+$4.9M
5
ORCL icon
Oracle
ORCL
+$4.72M

Top Sells

1
+$12.5M
2
+$8.46M
3
+$6.67M
4
NOW icon
ServiceNow
NOW
+$6.08M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.87M

Sector Composition

1 Technology 44.12%
2 Energy 11.4%
3 Communication Services 4.89%
4 Consumer Discretionary 4.78%
5 Financials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.24%
22,708
+1,724
52
$1.36M 0.23%
866
-19
53
$1.34M 0.23%
9,023
-6,269
54
$1.31M 0.23%
10,099
-36,123
55
$1.29M 0.22%
21,656
-8,715
56
$1.21M 0.21%
15,228
-8,768
57
$1.21M 0.21%
4,594
-2,802
58
$1.19M 0.21%
4,679
-217
59
$1.19M 0.2%
7,651
-577
60
$1.13M 0.19%
+5,643
61
$1.11M 0.19%
25,960
+1,765
62
$1.1M 0.19%
62,593
+7,810
63
$1.1M 0.19%
2,682
-2,275
64
$1.07M 0.18%
2,238
-791
65
$1.01M 0.17%
6,175
-13
66
$1.01M 0.17%
3,505
-592
67
$995K 0.17%
26,403
-1,108
68
$939K 0.16%
7,056
-7,611
69
$929K 0.16%
12,618
-7,776
70
$900K 0.15%
+4,440
71
$887K 0.15%
30,558
+22,414
72
$882K 0.15%
4,581
-389
73
$849K 0.15%
10,750
-201
74
$846K 0.15%
2,079
-14,429
75
$842K 0.14%
1,839
-984
1 2
3
4 5