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
$505M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.06M
3
+$5.04M
4
DVN icon
Devon Energy
DVN
+$4.71M
5
FANG icon
Diamondback Energy
FANG
+$3.39M

Top Sells

1
+$3.98M
2
+$3.68M
3
+$3.18M
4
RIO icon
Rio Tinto
RIO
+$1.62M
5
FVRR icon
Fiverr
FVRR
+$1.52M

Sector Composition

1 Technology 30.33%
2 Consumer Discretionary 12.01%
3 Financials 10.18%
4 Communication Services 9.96%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.27%
12,620
+785
77
$1.34M 0.27%
53,645
-12,901
78
$1.33M 0.26%
44,328
+64
79
$1.33M 0.26%
15,623
+1,746
80
$1.31M 0.26%
2,108
-85
81
$1.31M 0.26%
30,072
+23
82
$1.3M 0.26%
6,131
+1,151
83
$1.29M 0.26%
+20,570
84
$1.27M 0.25%
+53,912
85
$1.26M 0.25%
9,935
-8,769
86
$1.25M 0.25%
4,619
+148
87
$1.25M 0.25%
2,646
-1
88
$1.21M 0.24%
16,161
-1,391
89
$1.19M 0.24%
4,859
+367
90
$1.16M 0.23%
6,339
-8,309
91
$1.15M 0.23%
2,678
-59
92
$1.14M 0.22%
10,288
+3,143
93
$1.09M 0.22%
8,468
+651
94
$1.02M 0.2%
6,665
+1,750
95
$983K 0.19%
48,209
-1,456
96
$975K 0.19%
5,352
+721
97
$972K 0.19%
15,973
-7,083
98
$968K 0.19%
7,345
+38
99
$953K 0.19%
23,556
+271
100
$935K 0.18%
7,460
+48
2 3
4
5 6