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
$768M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.47M
3
+$8.03M
4
AMZN icon
Amazon
AMZN
+$7.03M
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$6.62M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$9.6M
4
WMB icon
Williams Companies
WMB
+$3.66M
5
ZS icon
Zscaler
ZS
+$3.17M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 10.12%
3 Communication Services 8.1%
4 Industrials 7.59%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.34%
8,256
-6
52
$2.16M 0.28%
+13,259
53
$2.12M 0.28%
714,381
+315,621
54
$2.11M 0.27%
30,623
-130
55
$2.06M 0.27%
+11,767
56
$2.06M 0.27%
3,270
-1,374
57
$2.04M 0.27%
3,793
-138
58
$1.98M 0.26%
37,122
+15,531
59
$1.98M 0.26%
49,190
-11,848
60
$1.91M 0.25%
31,465
+19,333
61
$1.87M 0.24%
+14,271
62
$1.87M 0.24%
+3,264
63
$1.84M 0.24%
46,012
+4,814
64
$1.82M 0.24%
7,860
-4,781
65
$1.79M 0.23%
+9,611
66
$1.78M 0.23%
+7,436
67
$1.75M 0.23%
1,654
-520
68
$1.72M 0.22%
+5,184
69
$1.59M 0.21%
58,339
-4,841
70
$1.54M 0.2%
+8,708
71
$1.48M 0.19%
47,044
-18,368
72
$1.46M 0.19%
18,729
+6,221
73
$1.44M 0.19%
12,231
-685
74
$1.42M 0.18%
+2,043
75
$1.36M 0.18%
14,930
+1,573
1 2
3
4 5