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
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$11.5M
3
+$10.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.88M
5
TJX icon
TJX Companies
TJX
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.3%
2 Financials 20.69%
3 Communication Services 7.61%
4 Consumer Discretionary 5.37%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.3%
+11,395
77
$455K 0.27%
+10,553
78
$448K 0.27%
+11,240
79
$407K 0.24%
+8,012
80
$403K 0.24%
+13,652
81
$401K 0.24%
+9,492
82
$386K 0.23%
+7,173
83
$378K 0.23%
+2,424
84
$375K 0.22%
+5,181
85
$360K 0.22%
+28,304
86
$349K 0.21%
+9,729
87
$339K 0.2%
+4,341
88
$331K 0.2%
+1,828
89
$317K 0.19%
+1,454
90
$313K 0.19%
+1,923
91
$309K 0.18%
+5,346
92
$305K 0.18%
+4,851
93
$293K 0.18%
+14,609
94
$283K 0.17%
+5,806
95
$253K 0.15%
+1,186
96
$252K 0.15%
+6,680
97
$252K 0.15%
+3,094
98
$250K 0.15%
+3,541
99
$237K 0.14%
+10,988
100
$237K 0.14%
+3,091
1 2 3
4
5