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
$490M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.76M
3
+$3.68M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.61M
5
PINS icon
Pinterest
PINS
+$3.16M

Top Sells

1
+$4.16M
2
+$3.09M
3
+$2.08M
4
V icon
Visa
V
+$1.72M
5
MGM icon
MGM Resorts International
MGM
+$1.71M

Sector Composition

1 Technology 28.94%
2 Communication Services 13.67%
3 Consumer Discretionary 10.47%
4 Financials 9.45%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.26%
61,930
+44,605
77
$1.28M 0.26%
+43,951
78
$1.27M 0.26%
30,049
-1,822
79
$1.21M 0.25%
2,193
-1,788
80
$1.18M 0.24%
2,737
-59
81
$1.17M 0.24%
28,299
-12,481
82
$1.16M 0.24%
13,877
+630
83
$1.14M 0.23%
2,889
+155
84
$1.13M 0.23%
+76,183
85
$1.13M 0.23%
4,492
+479
86
$1.12M 0.23%
7,817
+1,581
87
$1.09M 0.22%
4,471
-1,395
88
$1.09M 0.22%
+4,980
89
$1.09M 0.22%
36,297
+18,056
90
$1.08M 0.22%
13,543
+978
91
$1.08M 0.22%
21,452
+10
92
$1.08M 0.22%
49,665
-1,081
93
$1.01M 0.21%
18,091
+1,820
94
$1.01M 0.21%
12,349
-327
95
$1.01M 0.21%
38,276
-14,010
96
$971K 0.2%
7,307
-1,591
97
$963K 0.2%
4,631
-788
98
$962K 0.2%
3,314
-1,888
99
$959K 0.2%
23,437
-3,103
100
$957K 0.2%
2,647
-1,036
2 3
4
5 6