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
$650M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.3M
3
+$10.9M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$10.7M
5
JPM icon
JPMorgan Chase
JPM
+$9.68M

Top Sells

1
+$64.1M
2
+$16.3M
3
+$13.1M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.8M

Sector Composition

1 Technology 36.32%
2 Consumer Discretionary 7.46%
3 Communication Services 7.11%
4 Energy 6.47%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.37%
11,939
+2,916
52
$2.32M 0.36%
15,675
-46,038
53
$2.3M 0.35%
26,257
-16,161
54
$2.2M 0.34%
2,637
+1,746
55
$2.01M 0.31%
4,178
+95
56
$1.68M 0.26%
5,585
+991
57
$1.64M 0.25%
7,461
+3,021
58
$1.63M 0.25%
10,341
-1,684
59
$1.58M 0.24%
5,816
+4,527
60
$1.53M 0.24%
2,921
-633
61
$1.52M 0.23%
+3,816
62
$1.49M 0.23%
94,979
-406,764
63
$1.46M 0.22%
15,441
-1,644
64
$1.3M 0.2%
+359
65
$1.3M 0.2%
16,835
-5,873
66
$1.27M 0.19%
+6,577
67
$1.19M 0.18%
6,532
-1,119
68
$1.19M 0.18%
6,207
+32
69
$1.16M 0.18%
2,200
-38
70
$1.13M 0.17%
24,124
-1,836
71
$1.12M 0.17%
26,732
+329
72
$1.11M 0.17%
6,853
-6,846
73
$1.07M 0.16%
2,408
-274
74
$1.07M 0.16%
+6,299
75
$1.06M 0.16%
58,021
-4,572
1 2
3
4 5