TFA
Teamwork Financial Advisors Portfolio holdings
AUM
$815M
1-Year Return
24.43%
This Quarter Return
+38.73%
1 Year Return
+24.43%
3 Year Return
+105.99%
5 Year Return
+225.31%
10 Year Return
–
AUM
$279M
AUM Growth
+$118M
(+73%)
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
24.1%
Top 10 Holdings %
Top 10 Hldgs %
42.91%
Holding
208
New
96
Increased
50
Reduced
37
Closed
23
Top Buys
| 1 |
Sea Limited
SE
|
$4.38M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.5M |
| 3 |
AYX
Alteryx, Inc.
AYX
|
$3.33M |
| 4 |
Mercado Libre
MELI
|
$2.55M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.47M |
Top Sells
| 1 |
Pinterest
PINS
|
$3.17M |
| 2 |
Trade Desk
TTD
|
$3.15M |
| 3 |
TJX Companies
TJX
|
$2.15M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.12M |
| 5 |
Shopify
SHOP
|
$1.86M |
Sector Composition
| 1 | Technology | 32.72% |
| 2 | Financials | 12.77% |
| 3 | Communication Services | 11.25% |
| 4 | Consumer Discretionary | 6.84% |
| 5 | Real Estate | 4.25% |
