TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
This Quarter Return
+12.49%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.11%
Holding
108
New
108
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$40.1M |
| 2 |
Visa
V
|
$11.5M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$10.2M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.88M |
| 5 |
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% |
