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
$613M
AUM Growth
-$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$6.53M
3
+$5.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.2M
5
KLAC icon
KLA
KLAC
+$3.57M

Top Sells

1
+$6.39M
2
+$5.87M
3
+$5.23M
4
HUM icon
Humana
HUM
+$4.75M
5
OXY icon
Occidental Petroleum
OXY
+$4.48M

Sector Composition

1 Technology 38.09%
2 Energy 13.58%
3 Consumer Discretionary 4.25%
4 Financials 3.92%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.18%
885
+3
77
$1.12M 0.18%
50,426
+996
78
$1.1M 0.18%
4,097
-5,307
79
$1.1M 0.18%
12,148
+1,854
80
$1.07M 0.18%
2,881
-81
81
$1.07M 0.17%
7,239
-764
82
$1.06M 0.17%
5,749
+4,332
83
$1.05M 0.17%
11,929
-25
84
$1.05M 0.17%
+340
85
$965K 0.16%
20,984
+7,547
86
$961K 0.16%
17,782
+18
87
$952K 0.16%
10,091
+6,279
88
$944K 0.15%
26,515
-50
89
$917K 0.15%
15,744
-207
90
$910K 0.15%
53,213
-49
91
$908K 0.15%
54,783
+900
92
$902K 0.15%
24,195
+1,373
93
$892K 0.15%
27,511
+2,727
94
$870K 0.14%
19,907
-537
95
$868K 0.14%
6,188
+198
96
$866K 0.14%
1,717
+58
97
$844K 0.14%
16,827
-6,933
98
$843K 0.14%
31,531
-19,024
99
$819K 0.13%
4,896
-119
100
$815K 0.13%
4,970
+861
2 3
4
5 6