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
$426M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$5.52M
4
SLB icon
SLB Limited
SLB
+$3.02M
5
BHP icon
BHP
BHP
+$2.92M

Top Sells

1
+$16.1M
2
+$11.4M
3
+$2.45M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.9M
5
AMZN icon
Amazon
AMZN
+$1.82M

Sector Composition

1 Technology 29.65%
2 Communication Services 13.03%
3 Consumer Discretionary 12.33%
4 Financials 8.6%
5 Energy 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.27%
+12,642
77
$1.16M 0.27%
50,746
-8,010
78
$1.15M 0.27%
16,382
-1,713
79
$1.14M 0.27%
18,972
-5,454
80
$1.13M 0.27%
8,010
-3,864
81
$1.11M 0.26%
2,796
-457
82
$1.1M 0.26%
1,465
-111
83
$1.08M 0.25%
8,898
-1,590
84
$1.06M 0.25%
48,849
-11,709
85
$1.06M 0.25%
12,565
+282
86
$1.04M 0.24%
5,972
+909
87
$1.02M 0.24%
3,308
+2,306
88
$1M 0.24%
9,511
-3,061
89
$1M 0.23%
26,540
+406
90
$999K 0.23%
21,442
-387
91
$997K 0.23%
13,247
-1,155
92
$988K 0.23%
+4,617
93
$985K 0.23%
3,683
-236
94
$979K 0.23%
2,645
+2
95
$977K 0.23%
8,944
+2,519
96
$967K 0.23%
8,918
+4,313
97
$964K 0.23%
2,734
-385
98
$958K 0.22%
+55,145
99
$946K 0.22%
16,271
-4,920
100
$921K 0.22%
5,419
-100
2 3
4
5 6