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
$544M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.66M
3
+$3.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.82M
5
AZO icon
AutoZone
AZO
+$2.66M

Top Sells

1
+$7.95M
2
+$4.86M
3
+$4.31M
4
AAPL icon
Apple
AAPL
+$3.8M
5
DAL icon
Delta Air Lines
DAL
+$3.68M

Sector Composition

1 Technology 34.02%
2 Consumer Discretionary 10.17%
3 Energy 8.77%
4 Financials 8.45%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.27%
28,477
-1,595
77
$1.47M 0.27%
3,571
+2,204
78
$1.46M 0.27%
12,916
+296
79
$1.44M 0.26%
47,866
+2,807
80
$1.42M 0.26%
17,936
-8,475
81
$1.37M 0.25%
54,344
-23,102
82
$1.37M 0.25%
20,774
+204
83
$1.33M 0.25%
44,456
+128
84
$1.33M 0.25%
+7,077
85
$1.32M 0.24%
8,018
-1,255
86
$1.3M 0.24%
12,108
-1,834
87
$1.29M 0.24%
2,700
+22
88
$1.29M 0.24%
8,900
+5,060
89
$1.27M 0.23%
32,590
-94,118
90
$1.27M 0.23%
1,962
-146
91
$1.25M 0.23%
+14,018
92
$1.24M 0.23%
5,851
+4,167
93
$1.24M 0.23%
59,793
-9,454
94
$1.22M 0.22%
2,295
-351
95
$1.21M 0.22%
7,950
-2,841
96
$1.19M 0.22%
10,148
-140
97
$1.19M 0.22%
12,492
+9,999
98
$1.18M 0.22%
+72,120
99
$1.17M 0.22%
+4,890
100
$1.17M 0.22%
+17,603
2 3
4
5 6