TFA

Teamwork Financial Advisors Portfolio holdings

AUM $938M
1-Year Est. Return 28.14%
This Quarter Est. Return
1 Year Est. Return
+28.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$31.2M
3
+$19.9M
4
PWR icon
Quanta Services
PWR
+$16.3M
5
GS icon
Goldman Sachs
GS
+$16.2M

Top Sells

1
+$21.6M
2
+$20.6M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
ANET icon
Arista Networks
ANET
+$18.2M

Sector Composition

1 Technology 20.07%
2 Financials 10.77%
3 Industrials 7.73%
4 Communication Services 7.52%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.32%
6,868
-1,524
52
$2.71M 0.31%
1,012,822
+155,068
53
$2.71M 0.31%
51,676
-22,787
54
$2.53M 0.29%
64,163
+667
55
$2.49M 0.29%
+9,658
56
$2.42M 0.28%
6,267
+711
57
$2.41M 0.28%
11,567
-4,336
58
$2.41M 0.28%
7,820
-5,218
59
$2.38M 0.28%
6,687
-424
60
$2.36M 0.27%
6,621
-3,779
61
$2.26M 0.26%
24,838
-13,091
62
$2.22M 0.26%
35,413
-233,775
63
$2.22M 0.26%
+35,418
64
$2.07M 0.24%
28,514
-996
65
$2.04M 0.24%
48,843
+1,109
66
$1.97M 0.23%
7,141
-3,211
67
$1.87M 0.22%
70,668
-32,543
68
$1.84M 0.21%
101,251
+21,001
69
$1.84M 0.21%
14,921
-168
70
$1.8M 0.21%
3,170
-106
71
$1.79M 0.21%
12,114
-139,840
72
$1.7M 0.2%
12,861
+3,333
73
$1.69M 0.2%
+32,450
74
$1.59M 0.18%
13,295
+9,371
75
$1.57M 0.18%
15,555
+3,988
1 2
3
4 5