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
$279M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.5M
3
+$3.33M
4
MELI icon
Mercado Libre
MELI
+$2.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.47M

Top Sells

1
+$3.17M
2
+$3.15M
3
+$2.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SHOP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$939K 0.34%
+27,768
77
$825K 0.3%
86,880
+19,520
78
$824K 0.3%
16,307
-42,534
79
$811K 0.29%
+14,828
80
$807K 0.29%
+9,137
81
$795K 0.28%
7,148
+4,397
82
$782K 0.28%
+9,185
83
$772K 0.28%
+7,159
84
$772K 0.28%
8,419
+693
85
$751K 0.27%
+45,992
86
$741K 0.27%
+2,391
87
$731K 0.26%
+14,147
88
$707K 0.25%
+29,175
89
$699K 0.25%
+9,991
90
$697K 0.25%
+27,238
91
$695K 0.25%
2,776
+433
92
$692K 0.25%
2,520
+1,086
93
$654K 0.23%
+6,813
94
$630K 0.23%
+10,492
95
$612K 0.22%
23,957
-8,720
96
$597K 0.21%
+9,843
97
$588K 0.21%
+15,649
98
$578K 0.21%
20,128
-3,522
99
$562K 0.2%
+3,590
100
$554K 0.2%
+1,777
2 3
4
5 6