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
$615M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.77M
3
+$6.74M
4
AMZN icon
Amazon
AMZN
+$6.12M
5
ON icon
ON Semiconductor
ON
+$6.03M

Top Sells

1
+$6.92M
2
+$5.45M
3
+$4.61M
4
JCI icon
Johnson Controls International
JCI
+$4.4M
5
NUE icon
Nucor
NUE
+$4.06M

Sector Composition

1 Technology 37.55%
2 Energy 12.7%
3 Financials 4.33%
4 Consumer Discretionary 4.17%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.19%
50,555
-165,613
77
$1.14M 0.19%
49,430
-54,368
78
$1.13M 0.18%
2,962
-2,311
79
$1.11M 0.18%
8,206
-2,898
80
$1.09M 0.18%
+2,324
81
$1.04M 0.17%
882
-10
82
$1.03M 0.17%
8,003
+1,486
83
$1.02M 0.17%
26,565
+11,330
84
$1.02M 0.17%
17,764
+7,509
85
$1.02M 0.17%
+53,262
86
$995K 0.16%
11,954
+2,889
87
$992K 0.16%
15,951
+6,812
88
$975K 0.16%
+23,843
89
$930K 0.15%
20,444
-19,085
90
$928K 0.15%
53,883
+6,776
91
$922K 0.15%
24,784
+178
92
$913K 0.15%
22,822
-7,032
93
$836K 0.14%
10,294
+1,167
94
$830K 0.13%
+8,059
95
$811K 0.13%
3,769
-17,690
96
$802K 0.13%
5,990
+109
97
$797K 0.13%
1,659
-2,586
98
$755K 0.12%
12,016
+68
99
$737K 0.12%
5,015
+1,179
100
$735K 0.12%
10,632
+2,310
2 3
4
5 6