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
$161M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$4.22M
3 +$4.01M
4
DIS icon
Walt Disney
DIS
+$2.55M
5
SHOP icon
Shopify
SHOP
+$2.32M

Top Sells

1 +$3.11M
2 +$2.57M
3 +$1.62M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.59M
5
BLK icon
Blackrock
BLK
+$910K

Sector Composition

1 Technology 33.1%
2 Financials 17.04%
3 Communication Services 12.49%
4 Consumer Discretionary 6.44%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$391K 0.24%
+16,500
77
$386K 0.24%
+1,138
78
$378K 0.23%
19,957
-381
79
$377K 0.23%
+2,577
80
$373K 0.23%
+2,785
81
$359K 0.22%
3,093
-4,816
82
$353K 0.22%
7,773
+534
83
$340K 0.21%
18,446
-5,598
84
$328K 0.2%
14,679
-1,886
85
$326K 0.2%
6,883
-1,931
86
$323K 0.2%
5,052
+1,961
87
$312K 0.19%
+3,097
88
$306K 0.19%
8,130
-1,362
89
$303K 0.19%
+1,434
90
$292K 0.18%
16,932
-4,322
91
$290K 0.18%
3,027
-470
92
$285K 0.18%
+3,003
93
$274K 0.17%
+3,325
94
$264K 0.16%
3,577
-1,604
95
$260K 0.16%
8,983
+1,810
96
$257K 0.16%
+2,751
97
$251K 0.16%
+7,030
98
$247K 0.15%
+1,592
99
$243K 0.15%
+900
100
$229K 0.14%
1,520
-904