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
$464M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$5.62M
3
+$4.53M
4
AMZN icon
Amazon
AMZN
+$4.45M
5
TSLA icon
Tesla
TSLA
+$4.13M

Top Sells

1
+$3.61M
2
+$3.54M
3
+$3.52M
4
WRB icon
W.R. Berkley
WRB
+$2.9M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

1 Technology 33.11%
2 Energy 17.01%
3 Financials 6.86%
4 Consumer Discretionary 5.61%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$891K 0.19%
4,219
+672
77
$879K 0.19%
10,435
-347
78
$875K 0.19%
38,638
-17,462
79
$874K 0.19%
8,517
+3,777
80
$865K 0.19%
+6,539
81
$861K 0.19%
+10,887
82
$852K 0.18%
4,683
-19,467
83
$827K 0.18%
14,295
-310
84
$820K 0.18%
1,737
+543
85
$811K 0.17%
+6,932
86
$807K 0.17%
31,616
-285
87
$784K 0.17%
15,800
+9,200
88
$780K 0.17%
5,748
+3,194
89
$779K 0.17%
17,509
+4,264
90
$760K 0.16%
10,546
-1,721
91
$756K 0.16%
9,031
-2,874
92
$739K 0.16%
7,678
-37,483
93
$728K 0.16%
+340
94
$702K 0.15%
8,694
-13,360
95
$702K 0.15%
1,957
+169
96
$697K 0.15%
4,227
+2,103
97
$648K 0.14%
2,109
+579
98
$629K 0.14%
2,278
+1,409
99
$614K 0.13%
55,673
+900
100
$613K 0.13%
4,244
-2,768
2 3
4
5 6