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
$726M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.4M
3
+$19.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$18.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.6M

Top Sells

1
+$18.1M
2
+$16.3M
3
+$13.2M
4
JPME icon
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
+$12.5M
5
GWW icon
W.W. Grainger
GWW
+$12.4M

Sector Composition

1 Technology 23.69%
2 Financials 8.98%
3 Consumer Discretionary 8.91%
4 Communication Services 6.61%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.38%
10,400
+5,216
52
$2.79M 0.37%
+18,174
53
$2.56M 0.34%
30,356
+27,021
54
$2.55M 0.34%
25,000
-1,475
55
$2.49M 0.33%
7,111
-1,145
56
$2.46M 0.33%
14,836
+12,997
57
$2.42M 0.32%
8,392
+5,981
58
$2.32M 0.31%
857,754
+143,373
59
$2.32M 0.31%
+63,496
60
$2.21M 0.29%
31,883
+27,431
61
$2.13M 0.28%
+5,556
62
$2.07M 0.28%
47,734
-1,456
63
$2M 0.27%
53,378
-435,631
64
$1.94M 0.26%
29,510
-1,113
65
$1.88M 0.25%
+6,018
66
$1.73M 0.23%
10,352
+2,492
67
$1.68M 0.22%
3,276
-517
68
$1.43M 0.19%
+9,528
69
$1.41M 0.19%
2,133
+90
70
$1.35M 0.18%
9,280
-3,979
71
$1.34M 0.18%
39,322
-7,722
72
$1.31M 0.17%
15,089
+3,240
73
$1.29M 0.17%
4,790
+3,582
74
$1.27M 0.17%
23,263
+11,032
75
$1.27M 0.17%
11,567
+1,777
1 2
3
4 5