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
$323M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.39M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$3.68M
5
MELI icon
Mercado Libre
MELI
+$2.89M

Top Sells

1
+$4.16M
2
+$3.26M
3
+$2.56M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M
5
EPD icon
Enterprise Products Partners
EPD
+$1.91M

Sector Composition

1 Technology 33.45%
2 Communication Services 13.25%
3 Financials 8.75%
4 Consumer Discretionary 8.73%
5 Real Estate 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$935K 0.29%
+18,786
77
$912K 0.28%
28,102
-15,081
78
$885K 0.27%
1,570
-871
79
$881K 0.27%
5,289
-5,899
80
$878K 0.27%
+10,500
81
$870K 0.27%
+40,225
82
$859K 0.27%
21,836
-6,143
83
$846K 0.26%
49,512
+3,520
84
$842K 0.26%
14,264
-10,136
85
$833K 0.26%
9,624
-13,157
86
$826K 0.26%
3,877
-15,321
87
$815K 0.25%
5,532
-4,410
88
$798K 0.25%
+10,281
89
$794K 0.25%
4,208
+2,392
90
$785K 0.24%
15,188
+1,041
91
$765K 0.24%
2,458
+67
92
$762K 0.24%
5,498
-5,526
93
$758K 0.23%
4,550
-2,598
94
$743K 0.23%
7,150
-1,269
95
$690K 0.21%
+18,769
96
$689K 0.21%
7,098
-12,940
97
$678K 0.21%
11,602
-5,970
98
$676K 0.21%
6,252
-907
99
$649K 0.2%
10,189
+346
100
$638K 0.2%
21,457
+1,329
2 3
4
5 6