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
$494M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.52M
3
+$6.51M
4
FCX icon
Freeport-McMoran
FCX
+$6.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$6M

Top Sells

1
+$5M
2
+$4.53M
3
+$4.44M
4
MSFT icon
Microsoft
MSFT
+$4.4M
5
ALL icon
Allstate
ALL
+$4.16M

Sector Composition

1 Technology 28.96%
2 Energy 19.63%
3 Financials 5.97%
4 Consumer Discretionary 4.9%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$960K 0.19%
24,375
+13,805
77
$954K 0.19%
7,031
+202
78
$952K 0.19%
1,125
-736
79
$945K 0.19%
2,958
+849
80
$935K 0.19%
18,807
+3,007
81
$927K 0.19%
25,064
+8,205
82
$927K 0.19%
6,299
+431
83
$913K 0.18%
10,684
-2,720
84
$913K 0.18%
+16,749
85
$904K 0.18%
3,394
-6,037
86
$893K 0.18%
362
+22
87
$857K 0.17%
12,153
+3,058
88
$829K 0.17%
6,890
+1,142
89
$827K 0.17%
36,400
-25,229
90
$820K 0.17%
9,378
-1,168
91
$820K 0.17%
31,019
+20,973
92
$809K 0.16%
+7,348
93
$776K 0.16%
8,332
-18,264
94
$757K 0.15%
11,851
-2,444
95
$729K 0.15%
2,309
+31
96
$725K 0.15%
24,235
-7,381
97
$716K 0.14%
39,610
+27,136
98
$679K 0.14%
+4,817
99
$679K 0.14%
+20,488
100
$675K 0.14%
12,844
+2,603
2 3
4
5 6