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
$421M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.15M
3
+$4.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.25M
5
AAPL icon
Apple
AAPL
+$3.14M

Top Sells

1
+$2.12M
2
+$2.12M
3
+$1.54M
4
CRWD icon
CrowdStrike
CRWD
+$1.01M
5
CCL icon
Carnival Corp
CCL
+$948K

Sector Composition

1 Technology 31.82%
2 Communication Services 16.33%
3 Consumer Discretionary 9.79%
4 Financials 8.75%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.28%
2,643
+185
77
$1.18M 0.28%
+25,195
78
$1.18M 0.28%
3,119
+303
79
$1.16M 0.28%
20,650
-2,314
80
$1.14M 0.27%
1,576
+6
81
$1.08M 0.26%
12,283
+2,002
82
$1.07M 0.25%
36,182
+438
83
$1.01M 0.24%
44,197
-7,441
84
$1M 0.24%
17,624
-6,483
85
$984K 0.23%
14,402
+2,800
86
$976K 0.23%
10,365
-75
87
$960K 0.23%
21,829
-7
88
$950K 0.23%
14,133
-131
89
$938K 0.22%
26,134
-1,968
90
$929K 0.22%
5,519
+969
91
$924K 0.22%
3,987
+110
92
$922K 0.22%
41,436
-8,076
93
$905K 0.22%
6,408
+2,990
94
$872K 0.21%
16,943
+1,755
95
$848K 0.2%
7,241
+91
96
$815K 0.19%
5,053
-479
97
$801K 0.19%
9,287
+1,148
98
$793K 0.19%
7,331
+1,079
99
$766K 0.18%
+5,808
100
$762K 0.18%
4,785
-504
2 3
4
5 6