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
$675M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.7M
3
+$12.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12M
5
EOG icon
EOG Resources
EOG
+$11.6M

Top Sells

1
+$34.4M
2
+$13.7M
3
+$11.2M
4
KLAC icon
KLA
KLAC
+$10.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.68M

Sector Composition

1 Technology 30.36%
2 Energy 9.52%
3 Consumer Discretionary 8.42%
4 Communication Services 8.27%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.34%
+27,840
52
$2.27M 0.34%
78,166
-89,573
53
$2.25M 0.33%
+7,647
54
$2.22M 0.33%
+19,410
55
$2.17M 0.32%
13,490
-6,510
56
$2.03M 0.3%
31,729
-144,589
57
$2.02M 0.3%
4,045
-133
58
$1.82M 0.27%
7,061
+1,245
59
$1.77M 0.26%
68,451
-172,542
60
$1.76M 0.26%
37,187
-15,499
61
$1.49M 0.22%
15,218
-11,039
62
$1.4M 0.21%
20,595
+11,011
63
$1.4M 0.21%
33,992
+7,260
64
$1.37M 0.2%
69,078
+11,057
65
$1.36M 0.2%
27,773
-193,322
66
$1.35M 0.2%
5,945
+1,552
67
$1.3M 0.19%
7,513
+1,306
68
$1.11M 0.17%
68,656
-26,323
69
$1.06M 0.16%
17,945
+7,526
70
$990K 0.15%
6,788
-8,887
71
$957K 0.14%
19,691
-4,433
72
$950K 0.14%
7,327
+2,621
73
$941K 0.14%
6,963
+2,049
74
$939K 0.14%
1,960
-448
75
$931K 0.14%
5,713
+738
1 2
3
4 5